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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-21,180	Closed	-$526K	–	1305
2023 Q3	$526K	Buy	21,180 +998	+5%	+$24.7K	0.02%	644
2023 Q2	$501K	Buy	20,182 +8,740	+76%	+$216K	0.02%	637
2023 Q1	$284K	Buy	+11,442	New	+$283K	0.01%	800

Other funds holding IBTD

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Kestra Private Wealth Services's IBTD Position: Q4 2023 in Review

Kestra Private Wealth Services sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 21,180 shares — an estimated $526K sold.

Kestra Private Wealth Services first reported a position in IBTD in Q1 2023 and held it in 3 quarters. The position peaked at $526K in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

Kestra Private Wealth Services reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Kestra Private Wealth Services sold 21,180 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $526K.
Kestra Private Wealth Services first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q1 2023 and held it in 3 quarters.
Kestra Private Wealth Services's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $526K in Q3 2023.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Kestra Private Wealth Services's 13F filing for Q4 2023, filed 5 Feb 2024.