Kestra Advisory Services’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Kestra Advisory Services’s Portfolio IBDW Stock Details IBDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.68M	Buy	414,526 +91,913	+28%	+$1.94M	0.03%	516
2025 Q4	$6.82M	Buy	322,613 +65,315	+25%	+$1.38M	0.03%	577
2025 Q3	$5.46M	Sell	257,298 -8,182	-3%	-$172K	0.03%	638
2025 Q2	$5.59M	Buy	265,480 +33,396	+14%	+$690K	0.03%	582
2025 Q1	$4.82M	Buy	232,084 +3,253	+1%	+$66.8K	0.02%	588
2024 Q4	$4.66M	Buy	228,831 +17,860	+8%	+$369K	0.03%	604
2024 Q3	$4.48M	Buy	210,971 +7,764	+4%	+$162K	0.02%	629
2024 Q2	$4.12M	Buy	203,207 +6,404	+3%	+$129K	0.02%	663
2024 Q1	$4.03M	Buy	196,803 +33,323	+20%	+$681K	0.03%	595
2023 Q4	$3.4M	Buy	+163,480	New	+$3.22M	0.03%	590
2023 Q2	–	Sell	-133,828	Closed	-$2.76M	–	2144
2023 Q1	$2.76M	Sell	133,828 -238,974	-64%	-$4.88M	0.03%	535
2022 Q4	$7.42M	Buy	+372,802	New	+$7.38M	0.07%	320

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kestra Advisory Services's IBDW Position: Q1 2026 in Review

Kestra Advisory Services increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 28% in Q1 2026, buying an estimated $1.94M and bringing the position to 414,526 shares worth $8.68M. The position accounts for 0.03% of the portfolio, ranked #516.

Kestra Advisory Services first reported a position in IBDW in Q4 2022 and has held it in 12 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Kestra Advisory Services held 414,526 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $8.68M as of Q1 2026.
Kestra Advisory Services bought 91,913 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $1.94M.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.03% of Kestra Advisory Services's portfolio in Q1 2026, its #516 holding.
Kestra Advisory Services first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2022 and has held it in 12 quarters since.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.