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IBMTIBMT
3 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in ISHARES TR

Kestra Advisory Services, LLC holds 45,977 shares of IBMT (ISHARES TR), worth $1.2M as of 2026-Q2. The position was increased (+54.6% shares). IBMT represents 0.0% of Kestra Advisory Services, LLC's portfolio.

Current Value

$1.2M

Current Shares

45,977

Total Value Change

+$707,489

Total Shares Change

+27,530

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
45,977
+54.6%
$1.2M0.0%$25.70
36
2026-Q1
Increased
29,745
+61.3%
$763,4700.0%$25.41
36
2025-Q4
New
18,447
-
$478,7060.0%$25.59
33

Other major holders of IBMT: MERCER GLOBAL ADVISORS INC /ADV, HighTower Advisors, LLC

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