Kestra Advisory Services, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Kestra Advisory Services, LLC

$20.1 Billion
Q3 2025

A detailed history of Kestra Advisory Services, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 9,109 shares of IBMQ stock, worth $232,279. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,109

Previous 19,081 52.26%

Holding current value

$232,279

Previous $484,000 51.86%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$25.37 - $25.79 $252,989 - $257,177	-9,972 Reduced 52.26%	9,109 $233,000
Q2 2025 Aug 14, 2025	BUY	$24.88 - $25.41 $149,180 - $152,358	5,996 Added 45.82%	19,081 $484,000
Q1 2025 May 14, 2025	SELL	$25.08 - $25.39 $249,445 - $252,528	-9,946 Reduced 43.19%	13,085 $330,000
Q4 2024 Feb 10, 2025	BUY	$25.06 - $25.59 $182,236 - $186,090	7,272 Added 46.15%	23,031 $579,000
Q3 2024 Nov 13, 2024	SELL	$24.91 - $25.63 $291,148 - $299,563	-11,688 Reduced 42.58%	15,759 $403,000

Q2 2024 Aug 14, 2024	BUY	$24.81 - $25.19 $125,439 - $127,360	5,056 Added 22.58%	27,447 $686,000
Q1 2024 May 15, 2024	BUY	$25.27 - $25.61 $205,672 - $208,439	8,139 Added 57.11%	22,391 $565,000
Q4 2023 Feb 14, 2024	BUY	$24.26 - $25.61 $345,753 - $364,993	14,252 New	14,252 $364,000

Others Institutions Holding IBMQ

# of Institutions

179

Shares Held

18.5M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

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Kestra Advisory Services, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History