PHILLIPS FINANCIAL MANAGEMENT, LLC – iShares iBonds Dec 2024 Term Muni Bond ETF Transaction History
PHILLIPS FINANCIAL MANAGEMENT, LLC portfolio value:
$1.57M
portfolio value
PHILLIPS FINANCIAL MANAGEMENT, LLC quarter portfolio value change:
-1.90%
quarter
iShares iBonds Dec 2024 Term Muni Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +21.77% | 11.04K shares | 256K | $25.51 | 61.75K |
| Q2 2022 | share | 0.00% | 0 shares | 1K | $26 | 50.71K | |
| Q1 2022 | share | 0.00% | 0 shares | -42K | $26 | 50.71K | |
| Q4 2021 | share | Increase | +15.72% | 6.89K shares | 179K | $26.84 | 50.71K |
| Q3 2021 | share | 0.00% | 0 shares | -2K | $26.89 | 43.82K | |
| Q2 2021 | share | Increase | +8.42% | 3.40K shares | 92K | $26.88 | 43.82K |
| Q1 2021 | share | Increase | +11.52% | 4.17K shares | 109K | $26.83 | 40.41K |
| Q4 2020 | share | 0.00% | 0 shares | 0 | $26.88 | 36.24K | |
| Q3 2020 | share | Increase | 0.00% | 36.24K shares | 982K | $26.79 | 36.24K |