Kestra Private Wealth Services’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.56M	Buy	60,724 +5,957	+11%	+$153K	0.02%	577
2025 Q1	$1.4M	Buy	54,767 +9,872	+22%	+$252K	0.02%	559
2024 Q4	$1.14M	Buy	44,895 +17,700	+65%	+$451K	0.02%	599
2024 Q3	$698K	Buy	27,195 +211	+0.8%	+$5.41K	0.01%	753
2024 Q2	$683K	Buy	+26,984	New	+$683K	0.01%	711