Kestra Advisory Services’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.3M Buy
51,614
+27,122
+111% +$684K 0.01% 1325
2025
Q1
$613K Buy
24,492
+2,734
+13% +$68.5K ﹤0.01% 1685
2024
Q4
$544K Buy
21,758
+11,286
+108% +$282K ﹤0.01% 1810
2024
Q3
$267K Buy
+10,472
New +$267K ﹤0.01% 2163