Phillips Financial Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Phillips Financial Management, LLC
- $1.46 Billion
- Q4 2025
A detailed history of Phillips Financial Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Phillips Financial Management, LLC holds 8,345 shares of IBTI stock, worth $186,510. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,345Holding current value
$186,510% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding IBTI
# of Institutions
231Shares Held
45.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.32MShares$74.3 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA2.39MShares$53.4 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC2.37MShares$53 Million0.0% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.51MShares$33.7 Million0.01% of portfolio
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Brookstone Capital Management1.37MShares$30.6 Million0.41% of portfolio