KPWS
IBTF

Kestra Private Wealth Services’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Kestra Private Wealth Services’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-47,174
Closed -$1.1M – 1765
2025
Q3 		$1.1M Sell
47,174
-20,107
-30% -$469K 0.01% 731
2025
Q2 		$1.57M Sell
67,281
-3,698
-5% -$86.3K 0.02% 573
2025
Q1 		$1.66M Buy
70,979
+7,947
+13% +$185K 0.03% 513
2024
Q4 		$1.47M Sell
63,032
-14,614
-19% -$341K 0.03% 522
2024
Q3 		$1.82M Buy
77,646
+796
+1% +$18.5K 0.03% 449
2024
Q2 		$1.78M Buy
76,850
+3,366
+5% +$78K 0.04% 416
2024
Q1 		$1.71M Buy
73,484
+9,617
+15% +$224K 0.04% 412
2023
Q4 		$1.49M Buy
63,867
+12,549
+24% +$290K 0.04% 425
2023
Q3 		$1.18M Buy
51,318
+28,823
+128% +$665K 0.04% 416
2023
Q2 		$520K Buy
+22,495
New +$526K 0.02% 623

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Kestra Private Wealth Services's IBTF Position: Q4 2025 in Review

Kestra Private Wealth Services sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 47,174 shares — an estimated $1.1M sold.

Kestra Private Wealth Services first reported a position in IBTF in Q2 2023 and held it in 10 quarters. The position peaked at $1.82M in Q3 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Kestra Private Wealth Services reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 47,174 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $1.1M.
  • Kestra Private Wealth Services first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2023 and held it in 10 quarters.
  • Kestra Private Wealth Services's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $1.82M in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Kestra Private Wealth Services's 13F filing for Q4 2025, filed 29 Jan 2026.