KPWS
IBDO

Kestra Private Wealth Services’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Kestra Private Wealth Services’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-35,545
Closed -$901K – 1304
2023
Q3 		$901K Buy
35,545
+19,621
+123% +$498K 0.03% 493
2023
Q2 		$403K Buy
15,924
+4,418
+38% +$112K 0.01% 716
2023
Q1 		$290K Buy
+11,506
New +$290K 0.01% 790