Kestra Private Wealth Services’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Sell |
67,281
-3,698
| -5% | -$86.4K | 0.02% | 572 |
|
|
2025
Q1 | $1.66M | Buy |
70,979
+7,947
| +13% | +$186K | 0.03% | 513 |
|
|
2024
Q4 | $1.47M | Sell |
63,032
-14,614
| -19% | -$341K | 0.03% | 522 |
|
|
2024
Q3 | $1.82M | Buy |
77,646
+796
| +1% | +$18.6K | 0.03% | 449 |
|
|
2024
Q2 | $1.78M | Buy |
76,850
+3,366
| +5% | +$78.2K | 0.04% | 416 |
|
|
2024
Q1 | $1.71M | Buy |
73,484
+9,617
| +15% | +$223K | 0.04% | 412 |
|
|
2023
Q4 | $1.49M | Buy |
63,867
+12,549
| +24% | +$292K | 0.04% | 425 |
|
|
2023
Q3 | $1.18M | Buy |
51,318
+28,823
| +128% | +$665K | 0.04% | 416 |
|
|
2023
Q2 | $520K | Buy |
+22,495
| New | +$520K | 0.02% | 623 |
|