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 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 $12.7B AUM 17.41% 1-Year Est. Return

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

CIA

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

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

CAI

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

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Kestra Private Wealth Services increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 8.5% in Q1 2026, buying an estimated $52.5K and bringing the position to 31,832 shares worth $666K. The position accounts for 0.01% of the portfolio, ranked #1059.

Kestra Private Wealth Services first reported a position in IBDW in Q2 2025 and has held it in 4 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Kestra Private Wealth Services held 31,832 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $666K as of Q1 2026.
Kestra Private Wealth Services bought 2,488 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $52.5K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1059 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 4 quarters since.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

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