Kestra Private Wealth Services’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.52M	Buy	145,523 +46,266	+47%	+$1.12M	0.04%	430
2026 Q1	$2.41M	Buy	99,257 +12,330	+14%	+$299K	0.03%	497
2025 Q4	$2.11M	Buy	86,927 +19,384	+29%	+$471K	0.03%	524
2025 Q3	$1.64M	Buy	67,543 +7,725	+13%	+$187K	0.02%	595
2025 Q2	$1.45M	Buy	59,818 +15,735	+36%	+$380K	0.02%	599
2025 Q1	$1.07M	Buy	44,083 +34,152	+344%	+$821K	0.02%	654
2024 Q4	$238K	Buy	9,931 +807	+9%	+$19.4K	﹤0.01%	1235
2024 Q3	$222K	Buy	+9,124	New	+$220K	﹤0.01%	1223

Other funds holding IBDS

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

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

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

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Kestra Private Wealth Services increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 47% in Q2 2026, buying an estimated $1.12M and bringing the position to 145,523 shares worth $3.52M. The position accounts for 0.04% of the portfolio, ranked #430.

Kestra Private Wealth Services first reported a position in IBDS in Q3 2024 and has held it in 8 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Kestra Private Wealth Services held 145,523 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $3.52M as of Q2 2026.
Kestra Private Wealth Services bought 46,266 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $1.12M.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.04% of Kestra Private Wealth Services's portfolio in Q2 2026, its #430 holding.
Kestra Private Wealth Services first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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