Position history for Kestra Advisory Services, LLC's holdings in ISHARES TR
Kestra Advisory Services, LLC holds 19,995 shares of CMF (ISHARES TR), worth $1.1M as of 2026-Q1. The position was decreased (-14.0% shares). CMF represents 0.0% of Kestra Advisory Services, LLC's portfolio.
Current Value
$1.1M
Current Shares
19,995
Total Value Change
-$4M
Total Shares Change
-73,607
Other major holders of CMF: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, Wealthfront Advisers LLC
Decreased |
| 19,995 |
-14.0% |
| $1.1M |
| 0.0% |
| $57.77 |
0 |
| 2025-Q4 | 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 |