Kestra Private Wealth Services’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $956K | Sell |
41,676
-3,502
| -8% | -$80.3K | 0.01% | 762 |
|
|
2025
Q1 | $1.04M | Buy |
45,178
+4,157
| +10% | +$95.4K | 0.02% | 667 |
|
|
2024
Q4 | $936K | Buy |
41,021
+7,559
| +23% | +$172K | 0.02% | 672 |
|
|
2024
Q3 | $772K | Buy |
33,462
+3,252
| +11% | +$75K | 0.01% | 697 |
|
|
2024
Q2 | $684K | Buy |
30,210
+2,144
| +8% | +$48.6K | 0.01% | 710 |
|
|
2024
Q1 | $637K | Buy |
28,066
+8,128
| +41% | +$185K | 0.01% | 705 |
|
|
2023
Q4 | $456K | Buy |
+19,938
| New | +$456K | 0.01% | 766 |
|