KPWS
IBDZ icon

Kestra Private Wealth Services’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Kestra Private Wealth Services’s Portfolio IBDZ Stock Details IBDZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$298K Buy
11,454
+3,566
+45% +$92.9K ﹤0.01% 1497
2026
Q1 		$206K Buy
+7,888
New +$208K ﹤0.01% 1624
2025
Q4 		– Sell
-9,156
Closed -$242K – 1818
2025
Q3 		$242K Sell
9,156
-1,636
-15% -$42.8K ﹤0.01% 1475
2025
Q2 		$282K Buy
+10,792
New +$276K ﹤0.01% 1316

Other funds holding IBDZ

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

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

Kestra Private Wealth Services increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 45% in Q2 2026, buying an estimated $92.9K and bringing the position to 11,454 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

Kestra Private Wealth Services first reported a position in IBDZ in Q2 2025 and has held it in 4 quarters since. 128 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Kestra Private Wealth Services held 11,454 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $298K as of Q2 2026.
  • Kestra Private Wealth Services bought 3,566 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $92.9K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1497 holding.
  • Kestra Private Wealth Services first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

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