PHILLIPS FINANCIAL MANAGEMENT, LLC – iShares iBonds Dec 2026 Term Muni Bond ETF Transaction History
PHILLIPS FINANCIAL MANAGEMENT, LLC portfolio value:
$859,000
portfolio value
PHILLIPS FINANCIAL MANAGEMENT, LLC quarter portfolio value change:
-2.80%
quarter
iShares iBonds Dec 2026 Term Muni Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +50.21% | 11.66K shares | 270K | $24.63 | 34.89K |
| Q2 2022 | share | Increase | +3.00% | 677 shares | 14K | $25.34 | 23.22K |
| Q1 2022 | share | Increase | +5.45% | 1.16K shares | 0 | $25.51 | 22.55K |
| Q4 2021 | share | Increase | +63.03% | 8.26K shares | 222K | $26.89 | 21.38K |
| Q3 2021 | share | 0.00% | 0 shares | -1K | $26.85 | 13.11K | |
| Q2 2021 | share | 0.00% | 0 shares | 2K | $26.9 | 13.11K | |
| Q1 2021 | share | Increase | 0.00% | 13.11K shares | 352K | $26.71 | 13.11K |