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Kestra Investment Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Kestra Investment Management’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-75
Closed -$1.88K – 1163
2024
Q4 		$1.88K Buy
+75
New +$1.9K ﹤0.01% 1035

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Kestra Investment Management's IBMQ Position: Q1 2025 in Review

Kestra Investment Management sold out of iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q1 2025, closing a stake of 75 shares — an estimated $1.88K sold.

Kestra Investment Management first reported a position in IBMQ in Q4 2024 and held it in 1 quarter. The position peaked at $1.88K in Q4 2024. 142 funds tracked by Wall St. Rank hold IBMQ as of Q1 2025.

  • Kestra Investment Management reported no remaining iShares iBonds Dec 2028 Term Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 75 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q1 2025, an estimated $1.88K.
  • Kestra Investment Management first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $1.88K in Q4 2024.
  • 142 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.