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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-51,566
Closed -$1.28M – 262
2023
Q3 		$1.28M Buy
51,566
+1,913
+4% +$47.4K 0.12% 87
2023
Q2 		$1.23M Buy
49,653
+3,368
+7% +$83.4K 0.11% 90
2023
Q1 		$1.15M Buy
46,285
+36,132
+356% +$894K 0.11% 90
2022
Q4 		$251K Buy
+10,153
New +$251K 0.03% 138

Other funds holding IBTD

GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Phillips Financial Management's IBTD Position: Q4 2023 in Review

Phillips Financial Management sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 51,566 shares — an estimated $1.28M sold.

Phillips Financial Management first reported a position in IBTD in Q4 2022 and held it in 4 quarters. The position peaked at $1.28M in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Phillips Financial Management reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Phillips Financial Management sold 51,566 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $1.28M.
  • Phillips Financial Management first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q4 2022 and held it in 4 quarters.
  • Phillips Financial Management's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $1.28M in Q3 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Phillips Financial Management's 13F filing for Q4 2023, filed 25 Jan 2024.