KPWS
IBDZ

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
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 $6.84B AUM 17.28% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 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
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Kestra Private Wealth Services opened a new position in iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) in Q1 2026: 7,888 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #1624 among its holdings. This is a return to the name: Kestra Private Wealth Services previously reported a position in IBDZ as recently as Q3 2025.

Kestra Private Wealth Services first reported a position in IBDZ in Q2 2025 and has held it in 3 quarters since. The position peaked at $282K in Q2 2025. 119 funds tracked by Wall St. Rank hold IBDZ as of Q1 2026.

  • Kestra Private Wealth Services held 7,888 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $206K as of Q1 2026.
  • iShares iBonds Dec 2034 Term Corporate ETF was a new Kestra Private Wealth Services position in Q1 2026.
  • iShares iBonds Dec 2034 Term Corporate ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1624 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 3 quarters since.
  • Kestra Private Wealth Services's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $282K in Q2 2025.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q1 2026.

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