KPWS
IBML

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

Kestra Private Wealth Services’s Portfolio IBML Stock Details IBML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-18,295
Closed -$467K – 1306
2023
Q3 		$467K Buy
18,295
+4,938
+37% +$126K 0.01% 691
2023
Q2 		$340K Sell
13,357
-1,545
-10% -$39.3K 0.01% 777
2023
Q1 		$379K Sell
14,902
-6,251
-30% -$159K 0.02% 686
2022
Q4 		$536K Hold
21,153
– – 0.03% 504
2022
Q3 		$534K Sell
21,153
-400
-2% -$10.2K 0.03% 475
2022
Q2 		$550K Buy
21,553
+413
+2% +$10.5K 0.03% 475
2022
Q1 		$538K Sell
21,140
-7,035
-25% -$181K 0.03% 551
2021
Q4 		$730K Buy
28,175
+1,766
+7% +$45.9K 0.03% 480
2021
Q3 		$687K Buy
26,409
+4,327
+20% +$113K 0.04% 461
2021
Q2 		$577K Buy
22,082
+8,596
+64% +$225K 0.04% 474
2021
Q1 		$353K Buy
13,486
+4,486
+50% +$117K 0.02% 552
2020
Q4 		$236K Hold
9,000
– – 0.02% 619
2020
Q3 		$237K Buy
+9,000
New +$237K 0.02% 556

Other funds holding IBML

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Kestra Private Wealth Services's IBML Position: Q4 2023 in Review

Kestra Private Wealth Services sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 18,295 shares — an estimated $467K sold.

Kestra Private Wealth Services first reported a position in IBML in Q3 2020 and held it in 13 quarters. The position peaked at $730K in Q4 2021. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Kestra Private Wealth Services reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Kestra Private Wealth Services sold 18,295 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $467K.
  • Kestra Private Wealth Services first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q3 2020 and held it in 13 quarters.
  • Kestra Private Wealth Services's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $730K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Kestra Private Wealth Services's 13F filing for Q4 2023, filed 5 Feb 2024.