ISHARES TR

Ticker: IBMO CUSIP: 46435U259 Class: IBONDS DEC 26

PHILLIPS FINANCIAL MANAGEMENT, LLC's Holding History (CIK: 0001350660)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 59,217 Value ($000) $1,518 Avg Close — Range —
Q3 2025
Shares 59,217 Value ($000) $1,520 Avg Close — Range —
Q2 2025
Shares 59,217 Value ($000) $1,517 Avg Close — Range —
Q1 2025
Shares 49,533 Value ($000) $1,266 Avg Close — Range —
Q4 2024
Shares 49,533 Value ($000) $1,261 Avg Close — Range —
Q3 2024
Shares 48,658 Value ($000) $1,248 Avg Close — Range —
Q2 2024
Shares 49,533 Value ($000) $1,254 Avg Close — Range —
Q1 2024
Shares 43,603 Value ($000) $1,105 Avg Close — Range —
Q4 2023
Shares 51,154 Value ($000) $1,305 Avg Close — Range —
Q3 2023
Shares 51,154 Value ($000) $1,269 Avg Close — Range —
Q2 2023
Shares 62,661 Value ($000) $1,578 Avg Close — Range —
Q1 2023
Shares 58,707 Value ($000) $1,499 Avg Close — Range —
Q4 2022
Shares 56,713 Value ($000) $1,430 Avg Close — Range —
Q3 2022
Shares 34,891 Value ($000) $859 Avg Close — Range —
Q2 2022
Shares 23,228 Value ($000) $589 Avg Close — Range —
Q1 2022
Shares 22,551 Value ($000) $575 Avg Close — Range —
Q4 2021
Shares 21,386 Value ($000) $575 Avg Close — Range —
Q3 2021
Shares 13,118 Value ($000) $353 Avg Close — Range —
Q2 2021
Shares 13,118 Value ($000) $354 Avg Close — Range —
Q1 2021
Shares 13,118 Value ($000) $352 Avg Close — Range —