Phillips Financial Management’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Phillips Financial Management’s Portfolio IBTE Stock Details IBTE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell
2024 Q3	$1.92M	Buy
2024 Q2	$1.9M	Sell
2024 Q1	$2.38M	Buy
2023 Q4	$2.3M	Buy
2023 Q3	$1.34M	Buy
2023 Q2	$1.29M	Buy
2023 Q1	$1.22M	Buy
2022 Q4	$173K	Buy