KPWS
IBDQ

Kestra Private Wealth Services’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Kestra Private Wealth Services’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
Q4 		– Sell
-86,718
Closed -$2.18M – 1762
2025
Q3 		$2.18M Sell
86,718
-2,302
-3% -$57.9K 0.03% 496
2025
Q2 		$2.24M Buy
89,020
+15,138
+20% +$380K 0.03% 465
2025
Q1 		$1.86M Buy
73,882
+1,291
+2% +$32.4K 0.03% 474
2024
Q4 		$1.82M Sell
72,591
-565
-0.8% -$14.2K 0.03% 452
2024
Q3 		$1.84M Buy
73,156
+4,011
+6% +$100K 0.03% 448
2024
Q2 		$1.72M Buy
69,145
+21,598
+45% +$535K 0.03% 429
2024
Q1 		$1.18M Buy
47,547
+16,144
+51% +$400K 0.03% 512
2023
Q4 		$778K Buy
31,403
+14,233
+83% +$349K 0.02% 591
2023
Q3 		$418K Buy
+17,170
New +$419K 0.01% 733

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Kestra Private Wealth Services's IBDQ Position: Q4 2025 in Review

Kestra Private Wealth Services sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 86,718 shares — an estimated $2.18M sold.

Kestra Private Wealth Services first reported a position in IBDQ in Q3 2023 and held it in 9 quarters. The position peaked at $2.24M in Q2 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Kestra Private Wealth Services reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 86,718 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $2.18M.
  • Kestra Private Wealth Services first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2023 and held it in 9 quarters.
  • Kestra Private Wealth Services's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $2.24M in Q2 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Kestra Private Wealth Services's 13F filing for Q4 2025, filed 29 Jan 2026.