Kestra Private Wealth Services’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$467K Buy
2023
Q2
$340K Sell
2023
Q1
$379K Sell
2022
Q4
$536K Hold
2022
Q3
$534K Sell
2022
Q2
$550K Buy
2022
Q1
$538K Sell
2021
Q4
$730K Buy
2021
Q3
$687K Buy
2021
Q2
$577K Buy
2021
Q1
$353K Buy
2020
Q4
$236K Hold
2020
Q3
$237K Buy