Kestra Private Wealth Services’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Buy |
103,708
+12,419
| +14% | +$301K | 0.04% | 435 |
|
|
2025
Q1 | $2.21M | Buy |
91,289
+41,471
| +83% | +$1M | 0.04% | 439 |
|
|
2024
Q4 | $1.2M | Buy |
49,818
+2,068
| +4% | +$49.8K | 0.02% | 583 |
|
|
2024
Q3 | $1.16M | Buy |
47,750
+973
| +2% | +$23.6K | 0.02% | 566 |
|
|
2024
Q2 | $1.11M | Buy |
46,777
+11,094
| +31% | +$264K | 0.02% | 539 |
|
|
2024
Q1 | $851K | Buy |
35,683
+9,754
| +38% | +$233K | 0.02% | 602 |
|
|
2023
Q4 | $620K | Buy |
25,929
+5,815
| +29% | +$139K | 0.02% | 660 |
|
|
2023
Q3 | $469K | Buy |
20,114
+4,709
| +31% | +$110K | 0.01% | 689 |
|
|
2023
Q2 | $362K | Buy |
+15,405
| New | +$362K | 0.01% | 747 |
|