Kestra Investment Management, LLC Ishares Tr Ibonds December 202 Transaction History

Kestra Investment Management, LLC

$2.61 Trillion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	$25.4 - $25.62 $3,784 - $3,817	149 New	149 $3.8 Million

Others Institutions Holding IBMO

# of Institutions

192

Shares Held

18.7M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.89M
Shares

$48.2 Million
0.0% of portfolio
Envestnet Asset Management Inc

874K
Shares

$22.3 Million
0.01% of portfolio
Mercer Global Advisors Inc Denver, CO

859K
Shares

$21.9 Million
0.05% of portfolio
Clearstead Advisors, LLC Cleveland, OH

855K
Shares

$21.8 Million
0.35% of portfolio
Wilbanks Smith & Thomas Asset Management LLC

724K
Shares

$18.5 Million
0.52% of portfolio

About ISHARES TR IBONDS DECEMBER 202

Ticker IBMO
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