PHILLIPS FINANCIAL MANAGEMENT, LLC
Position in IBHF — iShares iBonds 2026 Term High Yield and Income ETF
CIK 1350660
FORT WAYNE, IN
All Filings in IBHF
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBHF | $1,960,756 | 85,436 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 IBHF | $1,510,262 | 65,436 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 IBHF | $1,062,748 | 45,436 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 IBHF | $590,878 | 25,436 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 IBHF | $590,623 | 25,436 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 IBHF | $588,843 | 25,436 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 IBHF | $595,456 | 25,436 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 IBHF | $582,738 | 25,436 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 IBHF | $586,554 | 25,436 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 IBHF | $573,000 | 25,000 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 IBHF | $365,706 | 16,232 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 IBHF | $368,754 | 16,209 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 IBHF | $369,040 | 16,186 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||