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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-38,724
Closed -$1.01M – 1509
2024
Q3 		$1.01M Buy
38,724
+93
+0.2% +$2.43K 0.02% 614
2024
Q2 		$1.01M Sell
38,631
-26,245
-40% -$684K 0.02% 568
2024
Q1 		$1.68M Buy
64,876
+28,003
+76% +$727K 0.04% 421
2023
Q4 		$956K Buy
+36,873
New +$956K 0.02% 539