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Kestra Investment Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Kestra Investment Management’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-38
Closed -$812 – 1156
2024
Q4 		$812 Buy
+38
New +$822 ﹤0.01% 1103

Other funds holding IBDV

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Kestra Investment Management sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q1 2025, closing a stake of 38 shares — an estimated $812 sold.

Kestra Investment Management first reported a position in IBDV in Q4 2024 and held it in 1 quarter. The position peaked at $812 in Q4 2024. 219 funds tracked by Wall St. Rank hold IBDV as of Q1 2025.

  • Kestra Investment Management reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 38 iShares iBonds Dec 2030 Term Corporate ETF shares in Q1 2025, an estimated $812.
  • Kestra Investment Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $812 in Q4 2024.
  • 219 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2025.

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