Kestra Advisory Services’s iShares iBonds Dec 2035 Term Corporate ETF IBCA Stock Holding History

Kestra Advisory Services’s Portfolio IBCA Stock Details IBCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.53M	Buy	146,546 +60,554	+70%	+$1.51M	0.01%	1090
2026 Q2	$2.2M	Buy	85,992 +41,487	+93%	+$1.06M	0.01%	1275
2026 Q1	$1.14M	Buy	44,505 +33,000	+287%	+$855K	﹤0.01%	1640
2025 Q4	$298K	Buy	+11,505	New	+$300K	﹤0.01%	2543

Other funds holding IBCA

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return

Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

4Thought Financial Group Syosset, New York $215M AUM 6.1% 1-Year Est. Return

Paradigm Strategies in Wealth Management Maple Grove, Minnesota $156M AUM 12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kestra Advisory Services's IBCA Position: Q3 2026 in Review

Kestra Advisory Services increased its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) stake by 70% in Q3 2026, buying an estimated $1.51M and bringing the position to 146,546 shares worth $3.53M. The position accounts for 0.01% of the portfolio, ranked #1090.

Kestra Advisory Services first reported a position in IBCA in Q4 2025 and has held it in 4 quarters since. 45 funds tracked by Wall St. Rank hold IBCA as of Q3 2026.

Kestra Advisory Services held 146,546 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $3.53M as of Q3 2026.
Kestra Advisory Services bought 60,554 iShares iBonds Dec 2035 Term Corporate ETF shares in Q3 2026, an estimated $1.51M.
iShares iBonds Dec 2035 Term Corporate ETF made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1090 holding.
Kestra Advisory Services first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q4 2025 and has held it in 4 quarters since.
45 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.