Kestra Private Wealth Services, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Kestra Private Wealth Services, LLC

  • $6.57 Billion
  • Q2 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 59,818 shares of IBDS stock, worth $1.46 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
59,818
Previous 44,083 35.69%
Holding current value
$1.46 Million
Previous $1.07 Million 36.24%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
BUY
$23.96 - $24.27 $377,010 - $381,888
15,735 Added 35.69%
59,818 $1.45 Million
Q1 2025

May 05, 2025
BUY
$23.9 - $24.18 $816,232 - $825,795
34,152 Added 343.89%
44,083 $1.07 Million
Q4 2024

Jan 28, 2025
BUY
$23.88 - $24.32 $19,271 - $19,626
807 Added 8.84%
9,931 $237,000
Q3 2024

Nov 13, 2024
BUY
$23.63 - $24.42 $215,600 - $222,808
9,124 New
9,124 $222,000

Others Institutions Holding IBDS

# of Institutions
424
Shares Held
109M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBDS Quotes by TradingView
  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
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