KPWS
IBTE

Kestra Private Wealth Services’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Kestra Private Wealth Services’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-58,932
Closed -$1.41M – 1506
2024
Q3 		$1.41M Sell
58,932
-5,226
-8% -$125K 0.03% 517
2024
Q2 		$1.54M Sell
64,158
-5,742
-8% -$137K 0.03% 456
2024
Q1 		$1.67M Buy
69,900
+3,884
+6% +$92.8K 0.04% 422
2023
Q4 		$1.58M Buy
66,016
+31,549
+92% +$752K 0.04% 410
2023
Q3 		$822K Buy
34,467
+14,611
+74% +$348K 0.03% 519
2023
Q2 		$473K Buy
+19,856
New +$474K 0.02% 656

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Kestra Private Wealth Services's IBTE Position: Q4 2024 in Review

Kestra Private Wealth Services sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 58,932 shares — an estimated $1.41M sold.

Kestra Private Wealth Services first reported a position in IBTE in Q2 2023 and held it in 6 quarters. The position peaked at $1.67M in Q1 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Kestra Private Wealth Services reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Kestra Private Wealth Services sold 58,932 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $1.41M.
  • Kestra Private Wealth Services first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2023 and held it in 6 quarters.
  • Kestra Private Wealth Services's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $1.67M in Q1 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Kestra Private Wealth Services's 13F filing for Q4 2024, filed 28 Jan 2025.