Kestra Investment Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Kestra Investment Management’s Portfolio IBDQ Stock Details IBDQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-156	Closed	-$3.92K	–	1152
2024 Q4	$3.92K	Buy	+156	New	+$3.91K	﹤0.01%	939

Other funds holding IBDQ

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Kestra Investment Management's IBDQ Position: Q1 2025 in Review

Kestra Investment Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q1 2025, closing a stake of 156 shares — an estimated $3.92K sold.

Kestra Investment Management first reported a position in IBDQ in Q4 2024 and held it in 1 quarter. The position peaked at $3.92K in Q4 2024. 397 funds tracked by Wall St. Rank hold IBDQ as of Q1 2025.

Kestra Investment Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
Kestra Investment Management sold 156 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2025, an estimated $3.92K.
Kestra Investment Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2024 and held it in 1 quarter.
Kestra Investment Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $3.92K in Q4 2024.
397 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.