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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

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

Kestra Private Wealth Services increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 14% in Q1 2026, buying an estimated $299K and bringing the position to 99,257 shares worth $2.41M. The position accounts for 0.03% of the portfolio, ranked #497.

Kestra Private Wealth Services first reported a position in IBDS in Q3 2024 and has held it in 7 quarters since. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

Kestra Private Wealth Services held 99,257 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $2.41M as of Q1 2026.
Kestra Private Wealth Services bought 12,330 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $299K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.03% of Kestra Private Wealth Services's portfolio in Q1 2026, its #497 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 7 quarters since.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

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