Kestra Advisory Services’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $646K | Sell |
31,502
-11,228
| -26% | -$230K | ﹤0.01% | 1793 |
|
|
2025
Q1 | $869K | Sell |
42,730
-5,173
| -11% | -$105K | ﹤0.01% | 1471 |
|
|
2024
Q4 | $948K | Sell |
47,903
-968
| -2% | -$19.2K | 0.01% | 1448 |
|
|
2024
Q3 | $1.02M | Buy |
48,871
+5,415
| +12% | +$113K | 0.01% | 1315 |
|
|
2024
Q2 | $868K | Sell |
43,456
-8,376
| -16% | -$167K | ﹤0.01% | 1407 |
|
|
2024
Q1 | $1.04M | Buy |
51,832
+15,955
| +44% | +$322K | 0.01% | 1213 |
|
|
2023
Q4 | $737K | Buy |
35,877
+11,352
| +46% | +$233K | 0.01% | 1281 |
|
|
2023
Q3 | $480K | Buy |
+24,525
| New | +$480K | ﹤0.01% | 1394 |
|