Kestra Private Wealth Services’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$703K	Sell	30,350 -457	-1%	-$10.6K	0.01%	1077
2026 Q1	$717K	Buy	30,807 +5,883	+24%	+$138K	0.01%	1014
2025 Q4	$583K	Buy	24,924 +5,960	+31%	+$140K	0.01%	1084
2025 Q3	$445K	Buy	18,964 +2,984	+19%	+$69.7K	0.01%	1161
2025 Q2	$373K	Buy	+15,980	New	+$369K	0.01%	1167

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

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

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

Kestra Private Wealth Services reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 1.5% in Q2 2026, selling an estimated $10.6K and leaving 30,350 shares worth $703K. The position accounts for 0.01% of the portfolio, ranked #1077.

Kestra Private Wealth Services first reported a position in IBDU in Q2 2025 and has held it in 5 quarters since. The position peaked at $717K in Q1 2026. 387 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Kestra Private Wealth Services held 30,350 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $703K as of Q2 2026.
Kestra Private Wealth Services sold 457 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $10.6K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1077 holding.
Kestra Private Wealth Services first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
Kestra Private Wealth Services's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $717K in Q1 2026.
387 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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