Kestra Private Wealth Services’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$557K	Buy	25,152 +4,825	+24%	+$107K	0.01%	1176
2026 Q1	$453K	Sell	20,327 -1,808	-8%	-$40.4K	0.01%	1266
2025 Q4	$495K	Buy	22,135 +3,582	+19%	+$80.2K	0.01%	1169
2025 Q3	$415K	Buy	18,553 +2,733	+17%	+$61K	0.01%	1197
2025 Q2	$354K	Buy	+15,820	New	+$352K	0.01%	1194

Other funds holding IBTI

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 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

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

Kestra Private Wealth Services increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 24% in Q2 2026, buying an estimated $107K and bringing the position to 25,152 shares worth $557K. The position accounts for 0.01% of the portfolio, ranked #1176.

Kestra Private Wealth Services first reported a position in IBTI in Q2 2025 and has held it in 5 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Kestra Private Wealth Services held 25,152 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $557K as of Q2 2026.
Kestra Private Wealth Services bought 4,825 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $107K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1176 holding.
Kestra Private Wealth Services first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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