Kestra Advisory Services’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
74,067
+11,200
| +18% | +$222K | 0.01% | 1258 |
|
|
2025
Q1 | $1.24M | Sell |
62,867
-16,570
| -21% | -$326K | 0.01% | 1263 |
|
|
2024
Q4 | $1.52M | Buy |
79,437
+7,660
| +11% | +$147K | 0.01% | 1149 |
|
|
2024
Q3 | $1.44M | Sell |
71,777
-9,491
| -12% | -$190K | 0.01% | 1129 |
|
|
2024
Q2 | $1.57M | Sell |
81,268
-419
| -0.5% | -$8.08K | 0.01% | 1089 |
|
|
2024
Q1 | $1.59M | Buy |
81,687
+24,672
| +43% | +$479K | 0.01% | 987 |
|
|
2023
Q4 | $1.12M | Buy |
57,015
+20,912
| +58% | +$412K | 0.01% | 1061 |
|
|
2023
Q3 | $682K | Buy |
+36,103
| New | +$682K | 0.01% | 1202 |
|