Kestra Advisory Services’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $697K | Buy |
31,190
+106
| +0.3% | +$2.37K | ﹤0.01% | 1729 |
|
|
2025
Q1 | $692K | Sell |
31,084
-1,446
| -4% | -$32.2K | ﹤0.01% | 1616 |
|
|
2024
Q4 | $713K | Sell |
32,530
-1,957
| -6% | -$42.9K | ﹤0.01% | 1622 |
|
|
2024
Q3 | $776K | Buy |
34,487
+99
| +0.3% | +$2.23K | ﹤0.01% | 1487 |
|
|
2024
Q2 | $751K | Buy |
34,388
+4,738
| +16% | +$103K | ﹤0.01% | 1497 |
|
|
2024
Q1 | $650K | Sell |
29,650
-338
| -1% | -$7.41K | ﹤0.01% | 1496 |
|
|
2023
Q4 | $666K | Buy |
29,988
+7,066
| +31% | +$157K | 0.01% | 1349 |
|
|
2023
Q3 | $494K | Buy |
22,922
+4,436
| +24% | +$95.6K | ﹤0.01% | 1372 |
|
|
2023
Q2 | $407K | Buy |
+18,486
| New | +$407K | ﹤0.01% | 1427 |
|