Kestra Private Wealth Services’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$625K Buy
2025
Q2
$562K Buy
2025
Q1
$414K Buy
2024
Q4
$350K Buy
2024
Q3
$270K Buy
2024
Q2
$237K Sell
2024
Q1
$336K Buy