Kestra Private Wealth Services’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.57M	Buy	101,833 +41,673	+69%	+$1.05M	0.03%	511
2026 Q1	$1.52M	Buy	60,160 +23,646	+65%	+$601K	0.02%	649
2025 Q4	$929K	Buy	36,514 +10,003	+38%	+$255K	0.01%	838
2025 Q3	$677K	Buy	26,511 +8,164	+44%	+$208K	0.01%	951
2025 Q2	$466K	Buy	+18,347	New	+$462K	0.01%	1072

Other funds holding IBDT

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

CIA

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

Kestra Private Wealth Services increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 69% in Q2 2026, buying an estimated $1.05M and bringing the position to 101,833 shares worth $2.57M. The position accounts for 0.03% of the portfolio, ranked #511.

Kestra Private Wealth Services first reported a position in IBDT in Q2 2025 and has held it in 5 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Kestra Private Wealth Services held 101,833 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $2.57M as of Q2 2026.
Kestra Private Wealth Services bought 41,673 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $1.05M.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.03% of Kestra Private Wealth Services's portfolio in Q2 2026, its #511 holding.
Kestra Private Wealth Services first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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