Kestra Advisory Services’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $485K | Buy |
19,081
+5,996
| +46% | +$152K | ﹤0.01% | 1973 |
|
|
2025
Q1 | $331K | Sell |
13,085
-9,946
| -43% | -$252K | ﹤0.01% | 2101 |
|
|
2024
Q4 | $580K | Buy |
23,031
+7,272
| +46% | +$183K | ﹤0.01% | 1775 |
|
|
2024
Q3 | $404K | Sell |
15,759
-11,688
| -43% | -$300K | ﹤0.01% | 1897 |
|
|
2024
Q2 | $687K | Buy |
27,447
+5,056
| +23% | +$127K | ﹤0.01% | 1564 |
|
|
2024
Q1 | $566K | Buy |
22,391
+8,139
| +57% | +$206K | ﹤0.01% | 1586 |
|
|
2023
Q4 | $365K | Buy |
+14,252
| New | +$365K | ﹤0.01% | 1722 |
|