Kestra Private Wealth Services, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Kestra Private Wealth Services, LLC
- $7.43 Billion
- Q4 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 159,018 shares of IBDR stock, worth $3.78 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
159,018
Previous 121,805
30.55%
Holding current value
$3.78 Million
Previous $2.89 Million
30.57%
% of portfolio
0.05%
Previous 0.04%
Shares
11 transactions
Others Institutions Holding IBDR
# of Institutions
465Shares Held
109MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.23MShares$219 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.71MShares$88.1 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.59MShares$85.3 Million0.27% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.58MShares$85 Million0.14% of portfolio
-
Hm Payson & CO Portland, ME3.56MShares$84.5 Million1.25% of portfolio