Kestra Advisory Services’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Sell |
10,947
-3,006
| -22% | -$73.7K | ﹤0.01% | 2432 |
|
|
2025
Q1 | $340K | Sell |
13,953
-3,970
| -22% | -$96.9K | ﹤0.01% | 2075 |
|
|
2024
Q4 | $424K | Sell |
17,923
-1,538
| -8% | -$36.3K | ﹤0.01% | 1979 |
|
|
2024
Q3 | $489K | Buy |
19,461
+271
| +1% | +$6.81K | ﹤0.01% | 1777 |
|
|
2024
Q2 | $461K | Buy |
19,190
+4,047
| +27% | +$97.1K | ﹤0.01% | 1838 |
|
|
2024
Q1 | $368K | Buy |
+15,143
| New | +$368K | ﹤0.01% | 1862 |
|