Kestra Advisory Services’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$613K	Buy	26,736 +4,104	+18%	+$94.7K	﹤0.01%	2069
2025 Q4	$522K	Sell	22,632 -408	-2%	-$9.46K	﹤0.01%	2109
2025 Q3	$533K	Sell	23,040 -4,504	-16%	-$104K	﹤0.01%	2015
2025 Q2	$634K	Buy	27,544 +1,891	+7%	+$43K	﹤0.01%	1813
2025 Q1	$587K	Sell	25,653 -24,318	-49%	-$546K	﹤0.01%	1708
2024 Q4	$1.11M	Buy	49,971 +4,343	+10%	+$98.3K	0.01%	1357
2024 Q3	$1.07M	Sell	45,628 -1,769	-4%	-$40.9K	0.01%	1284
2024 Q2	$1.06M	Buy	47,397 +127	+0.3%	+$2.83K	0.01%	1279
2024 Q1	$1.07M	Buy	47,270 +16,564	+54%	+$376K	0.01%	1191
2023 Q4	$710K	Buy	30,706 +1,800	+6%	+$39.9K	0.01%	1315
2023 Q3	$636K	Buy	28,906 +13,456	+87%	+$305K	0.01%	1234
2023 Q2	$359K	Buy	15,450 +1,147	+8%	+$27.1K	﹤0.01%	1497
2023 Q1	$342K	Sell	14,303 -15,198	-52%	-$358K	﹤0.01%	1486
2022 Q4	$682K	Buy	29,501 +349	+1%	+$8.08K	0.01%	1230
2022 Q3	$677K	Buy	+29,152	New	+$716K	0.01%	1151