Position history for Kestra Advisory Services, LLC's holdings in ISHARES TR
Kestra Advisory Services, LLC holds 23,261 shares of CMF (ISHARES TR), worth $1.3M as of 2025-Q4. The position was decreased (-13.5% shares). CMF represents 0.0% of Kestra Advisory Services, LLC's portfolio.
Current Value
$1.3M
Current Shares
23,261
Total Value Change
-$3.8M
Total Shares Change
-70,341
Other major holders of CMF: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, Wealthfront Advisers LLC
Decreased |
| 23,261 |
-13.5% |
| $1.3M |
| 0.0% |
| $57.29 |
0 |
| 2025-Q3 | Increased | 26,901 | +2.1% | $1.5M | 0.0% | $56.25 | 26 |
| 2025-Q2 | Increased | 26,357 | +40.4% | $1.5M | 0.0% | $54.54 | 34 |
| 2025-Q1 | Decreased | 18,778 | -80.0% | $1.1M | 0.0% | $54.62 | 0 |
| 2024-Q4 | Increased | 93,786 | +5.0% | $5.4M | 0.0% | $55.52 | 28 |
| 2024-Q3 | Decreased | 89,286 | -4.6% | $5.2M | 0.0% | $55.79 | 0 |
| 2024-Q2 | Increased | 93,602 | +25.2% | $5.2M | 0.0% | $54.18 | 33 |