Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PHILLIPS FINANCIAL MANAGEMENT LLC | 04-23-2024 | 03-31-2024 | 263 | 1,221,200,741 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | IBONDS 25 TRM TS | 151 | $1,681,085 | 72,367 | 0.00 | 0.00 | 5,240 | 7.81 | 03-31-2024 |
| ISHARES TR | IBONDS DEC | 152 | $1,661,008 | 64,008 | 0.00 | 0.00 | -7,369 | -10.32 | 03-31-2024 |
| ISHARES TR | IBONDS DEC2026 | 153 | $1,608,420 | 67,439 | 0.00 | 0.00 | 17,107 | 33.99 | 03-31-2024 |
| ISHARES TR | IBONDS 24 TRM HG | 154 | $1,525,524 | 65,431 | 0.00 | 0.00 | 431 | 0.66 | 03-31-2024 |
