KPWS
IBTK icon

Kestra Private Wealth Services’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Kestra Private Wealth Services’s Portfolio IBTK Stock Details IBTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,030
Closed -$198K – 1859
2026
Q1 		$198K Buy
+10,030
New +$199K ﹤0.01% 1641
2025
Q4 		– Sell
-13,530
Closed -$269K – 1766
2025
Q3 		$269K Buy
+13,530
New +$268K ﹤0.01% 1414

Other funds holding IBTK

TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

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

Kestra Private Wealth Services sold out of iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q2 2026, closing a stake of 10,030 shares — an estimated $198K sold.

Kestra Private Wealth Services first reported a position in IBTK in Q3 2025 and held it in 2 quarters. The position peaked at $269K in Q3 2025. 63 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

  • Kestra Private Wealth Services reported no remaining iShares iBonds Dec 2030 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 10,030 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $198K.
  • Kestra Private Wealth Services first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q3 2025 and held it in 2 quarters.
  • Kestra Private Wealth Services's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $269K in Q3 2025.
  • 63 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

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