PHILLIPS FINANCIAL MANAGEMENT, LLC – iShares iBonds Dec 2027 Term Muni Bond ETF Transaction History
PHILLIPS FINANCIAL MANAGEMENT, LLC portfolio value:
$675,000
portfolio value
PHILLIPS FINANCIAL MANAGEMENT, LLC quarter portfolio value change:
-3.10%
quarter
iShares iBonds Dec 2027 Term Muni Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +69.01% | 11.29K shares | 263K | $24.39 | 27.65K |
| Q2 2022 | share | 0.00% | 0 shares | -4K | $25.17 | 16.36K | |
| Q1 2022 | share | 0.00% | 0 shares | -27K | $25.43 | 16.36K | |
| Q4 2021 | share | Increase | +24.97% | 3.27K shares | 89K | $27.02 | 16.36K |
| Q3 2021 | share | 0.00% | 0 shares | -1K | $26.96 | 13.09K | |
| Q2 2021 | share | Increase | 0.00% | 13.09K shares | 355K | $27.03 | 13.09K |