Kestra Private Wealth Services’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$554K	Sell	25,402 -472	-2%	-$10.3K	0.01%	1178
2026 Q1	$566K	Buy	25,874 +2,606	+11%	+$57.5K	0.01%	1133
2025 Q4	$514K	Buy	23,268 +5,020	+28%	+$111K	0.01%	1149
2025 Q3	$404K	Buy	18,248 +3,184	+21%	+$70.1K	0.01%	1210
2025 Q2	$331K	Buy	+15,064	New	+$326K	﹤0.01%	1231

Other funds holding IBDV

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

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

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

CIA

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

CAI

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

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

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

Kestra Private Wealth Services reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 1.8% in Q2 2026, selling an estimated $10.3K and leaving 25,402 shares worth $554K. The position accounts for 0.01% of the portfolio, ranked #1178.

Kestra Private Wealth Services first reported a position in IBDV in Q2 2025 and has held it in 5 quarters since. The position peaked at $566K in Q1 2026. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Kestra Private Wealth Services held 25,402 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $554K as of Q2 2026.
Kestra Private Wealth Services sold 472 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $10.3K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1178 holding.
Kestra Private Wealth Services first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
Kestra Private Wealth Services's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $566K in Q1 2026.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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