Kestra Private Wealth Services’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History
Bought
Maintained
Sold
Other funds holding IBTH
HPC
GI
NA
Kestra Private Wealth Services's IBTH Position: Q2 2026 in Review
Kestra Private Wealth Services increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 1.2% in Q2 2026, buying an estimated $10.3K and bringing the position to 37,775 shares worth $845K. The position accounts for 0.01% of the portfolio, ranked #997.
Kestra Private Wealth Services first reported a position in IBTH in Q1 2024 and has held it in 10 quarters since. 314 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.
- Kestra Private Wealth Services held 37,775 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $845K as of Q2 2026.
- Kestra Private Wealth Services bought 461 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $10.3K.
- iShares iBonds Dec 2027 Term Treasury ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #997 holding.
- Kestra Private Wealth Services first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
- 314 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.
Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.