KPWS
IBDP

Kestra Private Wealth Services’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Kestra Private Wealth Services’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-75,459
Closed -$1.9M – 1510
2024
Q3 		$1.9M Sell
75,459
-17,208
-19% -$432K 0.03% 430
2024
Q2 		$2.33M Buy
92,667
+3,679
+4% +$92.2K 0.05% 357
2024
Q1 		$2.23M Buy
88,988
+6,330
+8% +$158K 0.05% 348
2023
Q4 		$2.06M Buy
82,658
+47,661
+136% +$1.18M 0.05% 341
2023
Q3 		$865K Buy
+34,997
New +$863K 0.03% 506
2022
Q4 		– Sell
-26,254
Closed -$639K – 1007
2022
Q3 		$639K Sell
26,254
-80,290
-75% -$1.98M 0.04% 432
2022
Q2 		$2.64M Buy
106,544
+70,890
+199% +$1.76M 0.15% 163
2022
Q1 		$895K Buy
+35,654
New +$908K 0.04% 403

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Kestra Private Wealth Services's IBDP Position: Q4 2024 in Review

Kestra Private Wealth Services sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 75,459 shares — an estimated $1.9M sold.

Kestra Private Wealth Services first reported a position in IBDP in Q1 2022 and held it in 8 quarters. The position peaked at $2.64M in Q2 2022. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Kestra Private Wealth Services reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Kestra Private Wealth Services sold 75,459 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $1.9M.
  • Kestra Private Wealth Services first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2022 and held it in 8 quarters.
  • Kestra Private Wealth Services's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $2.64M in Q2 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Kestra Private Wealth Services's 13F filing for Q4 2024, filed 28 Jan 2025.