Kestra Private Wealth Services’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$534K	Buy	21,188 +2,374	+13%	+$59.8K	0.01%	1202
2026 Q1	$475K	Buy	18,814 +1,702	+10%	+$43.4K	0.01%	1236
2025 Q4	$437K	Buy	17,112 +1,703	+11%	+$43.6K	0.01%	1240
2025 Q3	$395K	Buy	15,409 +2,779	+22%	+$70.5K	0.01%	1221
2025 Q2	$319K	Buy	+12,630	New	+$313K	﹤0.01%	1244

Other funds holding IBDX

ACA

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

CIA

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

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

CAI

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

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

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

Kestra Private Wealth Services increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 13% in Q2 2026, buying an estimated $59.8K and bringing the position to 21,188 shares worth $534K. The position accounts for 0.01% of the portfolio, ranked #1202.

Kestra Private Wealth Services first reported a position in IBDX in Q2 2025 and has held it in 5 quarters since. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Kestra Private Wealth Services held 21,188 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $534K as of Q2 2026.
Kestra Private Wealth Services bought 2,374 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $59.8K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1202 holding.
Kestra Private Wealth Services first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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