KPWS
IBDO

Kestra Private Wealth Services’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Kestra Private Wealth Services’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-35,545
Closed -$901K – 1304
2023
Q3 		$901K Buy
35,545
+19,621
+123% +$496K 0.03% 493
2023
Q2 		$403K Buy
15,924
+4,418
+38% +$111K 0.01% 716
2023
Q1 		$290K Buy
+11,506
New +$289K 0.01% 790

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Kestra Private Wealth Services's IBDO Position: Q4 2023 in Review

Kestra Private Wealth Services sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 35,545 shares — an estimated $901K sold.

Kestra Private Wealth Services first reported a position in IBDO in Q1 2023 and held it in 3 quarters. The position peaked at $901K in Q3 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Kestra Private Wealth Services reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Kestra Private Wealth Services sold 35,545 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $901K.
  • Kestra Private Wealth Services first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2023 and held it in 3 quarters.
  • Kestra Private Wealth Services's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $901K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Kestra Private Wealth Services's 13F filing for Q4 2023, filed 5 Feb 2024.