Phillips Financial Management
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Phillips Financial Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Phillips Financial Management’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.29M Sell
135,652
-617
-0.5% -$14.9K 0.25% 56
2026
Q2 		$3.3M Sell
136,269
-1,044
-0.8% -$25.3K 0.24% 60
2026
Q1 		$3.33M Buy
137,313
+20,000
+17% +$485K 0.24% 60
2025
Q4 		$2.84M Buy
117,313
+10,000
+9% +$242K 0.18% 70
2025
Q3 		$2.61M Buy
107,313
+17,857
+20% +$432K 0.17% 71
2025
Q2 		$2.17M Sell
89,456
-377
-0.4% -$9.11K 0.16% 76
2025
Q1 		$2.17M Hold
89,833
– – 0.17% 74
2024
Q4 		$2.16M Hold
89,833
– – 0.17% 77
2024
Q3 		$2.18M Buy
89,833
+2,285
+3% +$55K 0.17% 81
2024
Q2 		$2.09M Buy
87,548
+20,109
+30% +$478K 0.17% 81
2024
Q1 		$1.61M Buy
67,439
+17,107
+34% +$408K 0.13% 90
2023
Q4 		$1.2M Buy
50,332
+13,864
+38% +$326K 0.1% 97
2023
Q3 		$851K Buy
36,468
+7
+0% +$164 0.08% 103
2023
Q2 		$856K Buy
36,461
+498
+1% +$11.8K 0.08% 104
2023
Q1 		$853K Buy
+35,963
New +$846K 0.08% 103

Other funds holding IBDR

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
IFS Advisors
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
NovaPoint Capital
NovaPoint Capital Atlanta, Georgia $464M AUM 20.03% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Phillips Financial Management's IBDR Position: Q3 2026 in Review

Phillips Financial Management reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.45% in Q3 2026, selling an estimated $14.9K and leaving 135,652 shares worth $3.29M. The position accounts for 0.25% of the portfolio, ranked #56.

Phillips Financial Management first reported a position in IBDR in Q1 2023 and has held it in 15 quarters since. The position peaked at $3.33M in Q1 2026. 133 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • Phillips Financial Management held 135,652 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $3.29M as of Q3 2026.
  • Phillips Financial Management sold 617 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $14.9K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.25% of Phillips Financial Management's portfolio in Q3 2026, its #56 holding.
  • Phillips Financial Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2023 and has held it in 15 quarters since.
  • Phillips Financial Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $3.33M in Q1 2026.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.