Kestra Private Wealth Services’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Kestra Private Wealth Services’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.51M	Sell	144,695 -21,571	-13%	-$522K	0.04%	431
2026 Q1	$4.03M	Buy	166,266 +7,248	+5%	+$176K	0.05%	372
2025 Q4	$3.85M	Buy	159,018 +37,213	+31%	+$902K	0.05%	365
2025 Q3	$2.96M	Buy	121,805 +18,097	+17%	+$438K	0.04%	423
2025 Q2	$2.51M	Buy	103,708 +12,419	+14%	+$300K	0.04%	435
2025 Q1	$2.21M	Buy	91,289 +41,471	+83%	+$1M	0.04%	439
2024 Q4	$1.2M	Buy	49,818 +2,068	+4%	+$49.9K	0.02%	583
2024 Q3	$1.16M	Buy	47,750 +973	+2%	+$23.4K	0.02%	566
2024 Q2	$1.11M	Buy	46,777 +11,094	+31%	+$263K	0.02%	539
2024 Q1	$851K	Buy	35,683 +9,754	+38%	+$233K	0.02%	602
2023 Q4	$620K	Buy	25,929 +5,815	+29%	+$137K	0.02%	660
2023 Q3	$469K	Buy	20,114 +4,709	+31%	+$110K	0.01%	689
2023 Q2	$362K	Buy	+15,405	New	+$364K	0.01%	747

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Kestra Private Wealth Services's IBDR Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 13% in Q2 2026, selling an estimated $522K and leaving 144,695 shares worth $3.51M. The position accounts for 0.04% of the portfolio, ranked #431.

Kestra Private Wealth Services first reported a position in IBDR in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.03M in Q1 2026. 424 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Kestra Private Wealth Services held 144,695 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $3.51M as of Q2 2026.
Kestra Private Wealth Services sold 21,571 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $522K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.04% of Kestra Private Wealth Services's portfolio in Q2 2026, its #431 holding.
Kestra Private Wealth Services first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
Kestra Private Wealth Services's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $4.03M in Q1 2026.
424 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.