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Kestra Private Wealth Services’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Kestra Private Wealth Services’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$503K Buy
19,453
+1,667
+9% +$43.5K 0.01% 1204
2025
Q4 		$465K Buy
17,786
+2,659
+18% +$69.7K 0.01% 1203
2025
Q3 		$397K Buy
15,127
+2,743
+22% +$71.2K 0.01% 1218
2025
Q2 		$321K Buy
+12,384
New +$314K ﹤0.01% 1242

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Kestra Private Wealth Services increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 9.4% in Q1 2026, buying an estimated $43.5K and bringing the position to 19,453 shares worth $503K. The position accounts for 0.01% of the portfolio, ranked #1204.

Kestra Private Wealth Services first reported a position in IBDY in Q2 2025 and has held it in 4 quarters since. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • Kestra Private Wealth Services held 19,453 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $503K as of Q1 2026.
  • Kestra Private Wealth Services bought 1,667 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $43.5K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1204 holding.
  • Kestra Private Wealth Services first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

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