Kestra Private Wealth Services’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.45M	Buy	59,818 +15,735	+36%	+$382K	0.02%	597
2025 Q1	$1.07M	Buy	44,083 +34,152	+344%	+$826K	0.02%	654
2024 Q4	$238K	Buy	9,931 +807	+9%	+$19.3K	﹤0.01%	1231
2024 Q3	$222K	Buy	+9,124	New	+$222K	﹤0.01%	1222