Kestra Private Wealth Services’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.35M Buy
50,371
+3,850
+8% +$103K 0.02% 614
2025
Q1
$1.24M Buy
46,521
+8,025
+21% +$215K 0.02% 601
2024
Q4
$1.02M Buy
38,496
+11,700
+44% +$311K 0.02% 641
2024
Q3
$714K Buy
26,796
+211
+0.8% +$5.63K 0.01% 741
2024
Q2
$704K Buy
+26,585
New +$704K 0.01% 698