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Kestra Private Wealth Services’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Kestra Private Wealth Services’s Portfolio IBTM Stock Details IBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,431
Closed -$264K – 1768
2025
Q3 		$264K Buy
+11,431
New +$263K ﹤0.01% 1423

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Kestra Private Wealth Services sold out of iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q4 2025, closing a stake of 11,431 shares — an estimated $264K sold.

Kestra Private Wealth Services first reported a position in IBTM in Q3 2025 and held it in 1 quarter. The position peaked at $264K in Q3 2025. 98 funds tracked by Wall St. Rank hold IBTM as of Q4 2025.

  • Kestra Private Wealth Services reported no remaining iShares iBonds Dec 2032 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 11,431 iShares iBonds Dec 2032 Term Treasury ETF shares in Q4 2025, an estimated $264K.
  • Kestra Private Wealth Services first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q3 2025 and held it in 1 quarter.
  • Kestra Private Wealth Services's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $264K in Q3 2025.
  • 98 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q4 2025.

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