KPWS
IBMM

Kestra Private Wealth Services’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Kestra Private Wealth Services’s Portfolio IBMM Stock Details IBMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-38,724
Closed -$1.01M – 1514
2024
Q3 		$1.01M Buy
38,724
+93
+0.2% +$2.42K 0.02% 614
2024
Q2 		$1.01M Sell
38,631
-26,245
-40% -$682K 0.02% 568
2024
Q1 		$1.68M Buy
64,876
+28,003
+76% +$726K 0.04% 421
2023
Q4 		$956K Buy
+36,873
New +$951K 0.02% 539

Other funds holding IBMM

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Kestra Private Wealth Services's IBMM Position: Q4 2024 in Review

Kestra Private Wealth Services sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 38,724 shares — an estimated $1.01M sold.

Kestra Private Wealth Services first reported a position in IBMM in Q4 2023 and held it in 4 quarters. The position peaked at $1.68M in Q1 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Kestra Private Wealth Services reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Kestra Private Wealth Services sold 38,724 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $1.01M.
  • Kestra Private Wealth Services first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2023 and held it in 4 quarters.
  • Kestra Private Wealth Services's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $1.68M in Q1 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Kestra Private Wealth Services's 13F filing for Q4 2024, filed 28 Jan 2025.