Kestra Private Wealth Services’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.12M	Sell	48,821 -8,845	-15%	-$202K	0.01%	842
2026 Q1	$1.32M	Buy	57,666 +1,358	+2%	+$31.1K	0.02%	708
2025 Q4	$1.29M	Buy	56,308 +16,069	+40%	+$368K	0.02%	700
2025 Q3	$923K	Sell	40,239 -1,437	-3%	-$32.9K	0.01%	819
2025 Q2	$956K	Sell	41,676 -3,502	-8%	-$80.1K	0.01%	764
2025 Q1	$1.04M	Buy	45,178 +4,157	+10%	+$95K	0.02%	667
2024 Q4	$936K	Buy	41,021 +7,559	+23%	+$173K	0.02%	672
2024 Q3	$772K	Buy	33,462 +3,252	+11%	+$74.4K	0.01%	697
2024 Q2	$684K	Buy	30,210 +2,144	+8%	+$48.4K	0.01%	712
2024 Q1	$637K	Buy	28,066 +8,128	+41%	+$185K	0.01%	705
2023 Q4	$456K	Buy	+19,938	New	+$450K	0.01%	766

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

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

Kestra Private Wealth Services reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 15% in Q2 2026, selling an estimated $202K and leaving 48,821 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #842.

Kestra Private Wealth Services first reported a position in IBTG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.32M in Q1 2026. 319 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Kestra Private Wealth Services held 48,821 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $1.12M as of Q2 2026.
Kestra Private Wealth Services sold 8,845 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $202K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #842 holding.
Kestra Private Wealth Services first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Kestra Private Wealth Services's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $1.32M in Q1 2026.
319 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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