Kestra Private Wealth Services’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $562K | Buy |
24,976
+6,501
| +35% | +$146K | 0.01% | 975 |
|
|
2025
Q1 | $414K | Buy |
18,475
+2,713
| +17% | +$60.8K | 0.01% | 1051 |
|
|
2024
Q4 | $350K | Buy |
15,762
+3,847
| +32% | +$85.4K | 0.01% | 1076 |
|
|
2024
Q3 | $270K | Buy |
11,915
+1,196
| +11% | +$27.1K | ﹤0.01% | 1127 |
|
|
2024
Q2 | $237K | Sell |
10,719
-4,425
| -29% | -$97.7K | ﹤0.01% | 1151 |
|
|
2024
Q1 | $336K | Buy |
+15,144
| New | +$336K | 0.01% | 966 |
|