Phillips Financial Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$207K	Buy
2025 Q2	$202K	Sell
2025 Q1	$304K	Buy
2024 Q4	$286K	Buy
2023 Q4	–	Sell
2023 Q3	$26K	Buy
2023 Q2	$26.1K	Buy
2023 Q1	$26.5K	Buy