Kestra Private Wealth Services’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.03M	Buy	40,422 +1,536	+4%	+$39.2K	0.01%	879
2026 Q1	$993K	Buy	38,886 +17,297	+80%	+$444K	0.01%	843
2025 Q4	$552K	Buy	21,589 +12,037	+126%	+$307K	0.01%	1111
2025 Q3	$245K	Buy	9,552 +1,521	+19%	+$38.9K	﹤0.01%	1466
2025 Q2	$204K	Buy	+8,031	New	+$202K	﹤0.01%	1496

Other funds holding IBMQ

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Kestra Private Wealth Services increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 4% in Q2 2026, buying an estimated $39.2K and bringing the position to 40,422 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #879.

Kestra Private Wealth Services first reported a position in IBMQ in Q2 2025 and has held it in 5 quarters since. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Kestra Private Wealth Services held 40,422 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $1.03M as of Q2 2026.
Kestra Private Wealth Services bought 1,536 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $39.2K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #879 holding.
Kestra Private Wealth Services first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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