KAS
IBMM

Kestra Advisory Services’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Kestra Advisory Services’s Portfolio IBMM Stock Details IBMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,293
Closed -$243K – 2866
2024
Q3 		$243K Buy
9,293
+29
+0.3% +$756 ﹤0.01% 2230
2024
Q2 		$241K Buy
+9,264
New +$241K ﹤0.01% 2272
2023
Q2 		– Sell
-8,053
Closed -$208K – 2223
2023
Q1 		$208K Buy
+8,053
New +$208K ﹤0.01% 1817
2022
Q1 		– Sell
-8,619
Closed -$231K – 2162
2021
Q4 		$231K Sell
8,619
-123
-1% -$3.3K ﹤0.01% 1788
2021
Q3 		$236K Buy
8,742
+5
+0.1% +$135 ﹤0.01% 1868
2021
Q2 		$236K Buy
8,737
+375
+4% +$10.1K ﹤0.01% 1746
2021
Q1 		$226K Sell
8,362
-930
-10% -$25.2K ﹤0.01% 1655
2020
Q4 		$252K Sell
9,292
-2,393
-20% -$64.8K ﹤0.01% 1565
2020
Q3 		$317K Buy
+11,685
New +$317K 0.01% 1089

Other funds holding IBMM

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Kestra Advisory Services's IBMM Position: Q4 2024 in Review

Kestra Advisory Services sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 9,293 shares — an estimated $243K sold.

Kestra Advisory Services first reported a position in IBMM in Q3 2020 and held it in 9 quarters. The position peaked at $317K in Q3 2020. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Kestra Advisory Services reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Kestra Advisory Services sold 9,293 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $243K.
  • Kestra Advisory Services first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q3 2020 and held it in 9 quarters.
  • Kestra Advisory Services's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $317K in Q3 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Kestra Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.