PHILLIPS FINANCIAL MANAGEMENT, LLC – iShares iBonds Dec 2028 Term Muni Bond ETF Transaction History
PHILLIPS FINANCIAL MANAGEMENT, LLC portfolio value:
$392,000
portfolio value
PHILLIPS FINANCIAL MANAGEMENT, LLC quarter portfolio value change:
-3.35%
quarter
iShares iBonds Dec 2028 Term Muni Bond ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | 0.00% | 0 shares | -14K | $24.19 | 16.22K | |
Q2 2022 | share | 0.00% | 0 shares | -7K | $25.03 | 16.22K | |
Q1 2022 | share | Increase | +22.14% | 2.94K shares | 51K | $25.47 | 16.22K |
Q4 2021 | share | Increase | 0.00% | 13.28K shares | 362K | $27.25 | 13.28K |