Phillips Financial Management
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Phillips Financial Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Phillips Financial Management’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$188K Buy
8,579
+106
+1% +$2.34K 0.01% 207
2026
Q2 		$188K Buy
8,473
+79
+0.9% +$1.75K 0.01% 212
2026
Q1 		$187K Buy
8,394
+49
+0.6% +$1.1K 0.01% 198
2025
Q4 		$187K Buy
+8,345
New +$187K 0.01% 207

Other funds holding IBTI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
Horizon Advisory Services
Horizon Advisory Services West Henrietta, New York $264M AUM 12.59% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
MKT Advisors
MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return
Journey Advisory Group
Journey Advisory Group Covington, Kentucky $1.34B AUM 18.87% 1-Year Est. Return
Delta Wealth Advisors
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return

Phillips Financial Management's IBTI Position: Q3 2026 in Review

Phillips Financial Management increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 1.3% in Q3 2026, buying an estimated $2.34K and bringing the position to 8,579 shares worth $188K. The position accounts for 0.01% of the portfolio, ranked #207.

Phillips Financial Management first reported a position in IBTI in Q4 2025 and has held it in 4 quarters since. 191 funds tracked by Wall St. Rank hold IBTI as of Q3 2026.

  • Phillips Financial Management held 8,579 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $188K as of Q3 2026.
  • Phillips Financial Management bought 106 iShares iBonds Dec 2028 Term Treasury ETF shares in Q3 2026, an estimated $2.34K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.01% of Phillips Financial Management's portfolio in Q3 2026, its #207 holding.
  • Phillips Financial Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2025 and has held it in 4 quarters since.
  • 191 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.