Kestra Advisory Services’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$254K	Buy	+11,569	New	+$254K	﹤0.01%	2480
2025 Q1	–	Sell	-13,407	Closed	-$286K	–	2815
2024 Q4	$286K	Buy	13,407 +745	+6%	+$15.9K	﹤0.01%	2247
2024 Q3	$280K	Buy	12,662 +33	+0.3%	+$729	﹤0.01%	2132
2024 Q2	$270K	Buy	+12,629	New	+$270K	﹤0.01%	2177