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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

CAI

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

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

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

Kestra Private Wealth Services increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 24% in Q1 2026, buying an estimated $138K and bringing the position to 30,807 shares worth $717K. The position accounts for 0.01% of the portfolio, ranked #1014.

Kestra Private Wealth Services first reported a position in IBDU in Q2 2025 and has held it in 4 quarters since. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

Kestra Private Wealth Services held 30,807 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $717K as of Q1 2026.
Kestra Private Wealth Services bought 5,883 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $138K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1014 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 4 quarters since.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

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