PHILLIPS FINANCIAL MANAGEMENT, LLC – iShares iBonds Dec 2025 Term Muni Bond ETF Transaction History
PHILLIPS FINANCIAL MANAGEMENT, LLC portfolio value:
$1.36M
portfolio value
PHILLIPS FINANCIAL MANAGEMENT, LLC quarter portfolio value change:
-2.67%
quarter
iShares iBonds Dec 2025 Term Muni Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +25.69% | 10.76K shares | 249K | $25.92 | 52.67K |
| Q2 2022 | share | Increase | +16.78% | 6.02K shares | 159K | $26.63 | 41.90K |
| Q1 2022 | share | 0.00% | 0 shares | -43K | $26.66 | 35.88K | |
| Q4 2021 | share | Increase | +82.78% | 16.25K shares | 451K | $27.86 | 35.88K |
| Q3 2021 | share | Increase | +20.03% | 3.27K shares | 91K | $27.91 | 19.63K |
| Q2 2021 | share | Increase | +2.57% | 410 shares | 13K | $27.91 | 16.35K |
| Q1 2021 | share | Increase | +45.12% | 4.95K shares | 135K | $27.79 | 15.94K |
| Q4 2020 | share | Increase | +3.63% | 385 shares | 12K | $27.99 | 10.98K |
| Q3 2020 | share | Increase | 0.00% | 10.60K shares | 298K | $27.84 | 10.60K |