Kestra Private Wealth Services, LLC Ishares Tr Ibonds Dec 2026 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 2026 Ter stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 40,239 shares of IBTG stock, worth $921,473. This represents 0.01% of its overall portfolio holdings.

Number of Shares

40,239

Previous 41,676 3.45%

Holding current value

$921,473

Previous $955,000 3.35%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$22.84 - $22.95 $32,821 - $32,979	-1,437 Reduced 3.45%	40,239 $923,000
Q2 2025 Aug 07, 2025	SELL	$22.81 - $22.97 $79,880 - $80,440	-3,502 Reduced 7.75%	41,676 $955,000
Q1 2025 May 05, 2025	BUY	$22.77 - $22.94 $94,654 - $95,361	4,157 Added 10.13%	45,178 $1.04 Million
Q4 2024 Jan 28, 2025	BUY	$22.72 - $23.0 $171,740 - $173,857	7,559 Added 22.59%	41,021 $935,000
Q3 2024 Nov 13, 2024	BUY	$22.55 - $23.1 $73,332 - $75,121	3,252 Added 10.76%	33,462 $771,000

Q2 2024 Aug 12, 2024	BUY	$22.46 - $22.66 $48,154 - $48,583	2,144 Added 7.64%	30,210 $684,000
Q1 2024 May 02, 2024	BUY	$22.62 - $22.94 $183,855 - $186,456	8,128 Added 40.77%	28,066 $637,000
Q4 2023 Feb 05, 2024	BUY	$22.32 - $22.86 $445,016 - $455,782	19,938 New	19,938 $455,000

Others Institutions Holding IBTG

# of Institutions

311

Shares Held

78.2M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2026 TER

Ticker IBTG
Sector ETFs
Industry ETFs

More about IBTG

Track This Portfolio

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.

Account

Kestra Private Wealth Services, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History