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Kestra Private Wealth Services’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Kestra Private Wealth Services’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-12,377
Closed -$255K – 1767
2025
Q3 		$255K Buy
+12,377
New +$253K ﹤0.01% 1449

Other funds holding IBTL

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Kestra Private Wealth Services sold out of iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q4 2025, closing a stake of 12,377 shares — an estimated $255K sold.

Kestra Private Wealth Services first reported a position in IBTL in Q3 2025 and held it in 1 quarter. The position peaked at $255K in Q3 2025. 120 funds tracked by Wall St. Rank hold IBTL as of Q4 2025.

  • Kestra Private Wealth Services reported no remaining iShares iBonds Dec 2031 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 12,377 iShares iBonds Dec 2031 Term Treasury ETF shares in Q4 2025, an estimated $255K.
  • Kestra Private Wealth Services first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q3 2025 and held it in 1 quarter.
  • Kestra Private Wealth Services's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $255K in Q3 2025.
  • 120 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q4 2025.

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