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 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 $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HPC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Kestra Private Wealth Services's IBDR Position: Q1 2026 in Review

Kestra Private Wealth Services increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 4.6% in Q1 2026, buying an estimated $176K and bringing the position to 166,266 shares worth $4.03M. The position accounts for 0.05% of the portfolio, ranked #372.

Kestra Private Wealth Services first reported a position in IBDR in Q2 2023 and has held it in 12 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Kestra Private Wealth Services held 166,266 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $4.03M as of Q1 2026.
Kestra Private Wealth Services bought 7,248 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $176K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.05% of Kestra Private Wealth Services's portfolio in Q1 2026, its #372 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 12 quarters since.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.