PFM
IBTD

Phillips Financial Management’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Phillips Financial Management’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-51,566
Closed -$1.28M – 262
2023
Q3 		$1.28M Buy
51,566
+1,913
+4% +$47.5K 0.12% 87
2023
Q2 		$1.23M Buy
49,653
+3,368
+7% +$83.6K 0.11% 90
2023
Q1 		$1.15M Buy
46,285
+36,132
+356% +$896K 0.11% 90
2022
Q4 		$251K Buy
+10,153
New +$251K 0.03% 138