Kestra Advisory Services’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Kestra Advisory Services’s Portfolio IBMJ Stock Details IBMJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-15,700	Closed	-$402K	–	2254
2021 Q3	$402K	Sell	15,700 -2,492	-14%	-$63.8K	﹤0.01%	1505
2021 Q2	$466K	Sell	18,192 -2,489	-12%	-$63.9K	0.01%	1317
2021 Q1	$532K	Buy	20,681 +189	+0.9%	+$4.86K	0.01%	1165
2020 Q4	$528K	Buy	20,492 +8,121	+66%	+$210K	0.01%	1178
2020 Q3	$321K	Buy	+12,371	New	+$320K	0.01%	1081

Other funds holding IBMJ

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Kestra Advisory Services's IBMJ Position: Q4 2021 in Review

Kestra Advisory Services sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 15,700 shares — an estimated $402K sold.

Kestra Advisory Services first reported a position in IBMJ in Q3 2020 and held it in 5 quarters. The position peaked at $532K in Q1 2021. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

Kestra Advisory Services reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
Kestra Advisory Services sold 15,700 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $402K.
Kestra Advisory Services first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q3 2020 and held it in 5 quarters.
Kestra Advisory Services's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $532K in Q1 2021.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Kestra Advisory Services's 13F filing for Q4 2021, filed 20 Jan 2022.