KPWS
IBTD

Kestra Private Wealth Services’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Kestra Private Wealth Services’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-21,180
Closed -$526K – 1305
2023
Q3 		$526K Buy
21,180
+998
+5% +$24.8K 0.02% 644
2023
Q2 		$501K Buy
20,182
+8,740
+76% +$217K 0.02% 637
2023
Q1 		$284K Buy
+11,442
New +$284K 0.01% 800