KAS
IBTB

Kestra Advisory Services’s iShares iBonds Dec 2022 Term Treasury ETF IBTB Stock Holding History

Kestra Advisory Services’s Portfolio IBTB Stock Details IBTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-9,331
Closed -$237K – 2377
2022
Q3 		$237K Buy
+9,331
New +$237K ﹤0.01% 1750

Other funds holding IBTB

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

Kestra Advisory Services's IBTB Position: Q4 2022 in Review

Kestra Advisory Services sold out of iShares iBonds Dec 2022 Term Treasury ETF (IBTB) in Q4 2022, closing a stake of 9,331 shares — an estimated $237K sold.

Kestra Advisory Services first reported a position in IBTB in Q3 2022 and held it in 1 quarter. The position peaked at $237K in Q3 2022. 1 fund tracked by Wall St. Rank holds IBTB as of Q4 2022.

  • Kestra Advisory Services reported no remaining iShares iBonds Dec 2022 Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • Kestra Advisory Services sold 9,331 iShares iBonds Dec 2022 Term Treasury ETF shares in Q4 2022, an estimated $237K.
  • Kestra Advisory Services first reported a position in iShares iBonds Dec 2022 Term Treasury ETF in Q3 2022 and held it in 1 quarter.
  • Kestra Advisory Services's iShares iBonds Dec 2022 Term Treasury ETF position peaked at $237K in Q3 2022.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Treasury ETF as of Q4 2022.

Based on Kestra Advisory Services's 13F filing for Q4 2022, filed 31 Jan 2023.