Kestra Private Wealth Services, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Kestra Private Wealth Services, LLC

  • $7.16 Billion
  • Q3 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 9,552 shares of IBMQ stock, worth $243,576. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,552
Previous 8,031 18.94%
Holding current value
$243,576
Previous $204,000 19.61%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$25.37 - $25.79 $38,587 - $39,226
1,521 Added 18.94%
9,552 $244,000
Q2 2025

Aug 07, 2025
BUY
$24.88 - $25.41 $199,811 - $204,067
8,031 New
8,031 $204,000

Others Institutions Holding IBMQ

# of Institutions
179
Shares Held
18.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBMQ Quotes by TradingView
  • Ticker IBMQ
  • Sector ETFs
  • Industry ETFs
More about IBMQ
Track This Portfolio

Track Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email