Kestra Advisory Services, LLC
Position in IBTJ — iShares iBonds Dec 2029 Term Treasury ETF
CIK 1830819
AUSTIN, TX
All Filings in IBTJ
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBTJ | $504,529 | 23,098 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 IBTJ | $454,656 | 20,718 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 IBTJ | $366,824 | 16,708 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 IBTJ | $253,592 | 11,569 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 IBTJ | $285,917 | 13,407 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 IBTJ | $279,893 | 12,662 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 IBTJ | $269,881 | 12,629 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||