Phillips Financial Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.59M | Buy |
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|
2025
Q2 | $1.12M | Sell |
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|
2025
Q1 | $1.28M | Buy |
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|
2024
Q4 | $1.26M | Buy |
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|
2024
Q3 | $1.24M | Buy |
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|
2024
Q2 | $1.2M | Buy |
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|
2024
Q1 | $1.19M | Buy |
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|
2023
Q4 | $686K | Sell |
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|
2023
Q3 | $700K | Buy |
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|
2023
Q2 | $706K | Buy |
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|
2023
Q1 | $719K | Buy |
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