Kestra Private Wealth Services’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$563K	Sell	27,035 -4,797	-15%	-$100K	0.01%	1169
2026 Q1	$666K	Buy	31,832 +2,488	+8%	+$52.5K	0.01%	1059
2025 Q4	$621K	Buy	29,344 +10,753	+58%	+$228K	0.01%	1047
2025 Q3	$395K	Buy	18,591 +3,349	+22%	+$70.5K	0.01%	1222
2025 Q2	$321K	Buy	+15,242	New	+$315K	﹤0.01%	1243

Other funds holding IBDW

ACA

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

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

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

CIA

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

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

CAI

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

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

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

Kestra Private Wealth Services reduced its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 15% in Q2 2026, selling an estimated $100K and leaving 27,035 shares worth $563K. The position accounts for 0.01% of the portfolio, ranked #1169.

Kestra Private Wealth Services first reported a position in IBDW in Q2 2025 and has held it in 5 quarters since. The position peaked at $666K in Q1 2026. 291 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Kestra Private Wealth Services held 27,035 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $563K as of Q2 2026.
Kestra Private Wealth Services sold 4,797 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $100K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1169 holding.
Kestra Private Wealth Services first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
Kestra Private Wealth Services's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $666K in Q1 2026.
291 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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