KAS
IBCA

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
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

MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
PSIWM
Paradigm Strategies in Wealth Management Maple Grove, Minnesota $164M AUM 18.07% 1-Year Est. Return
4FG
4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

Kestra Advisory Services's IBCA Position: Q2 2026 in Review

Kestra Advisory Services increased its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) stake by 93% in Q2 2026, buying an estimated $1.06M and bringing the position to 85,992 shares worth $2.2M. The position accounts for 0.01% of the portfolio, ranked #1275.

Kestra Advisory Services first reported a position in IBCA in Q4 2025 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold IBCA as of Q2 2026.

  • Kestra Advisory Services held 85,992 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $2.2M as of Q2 2026.
  • Kestra Advisory Services bought 41,487 iShares iBonds Dec 2035 Term Corporate ETF shares in Q2 2026, an estimated $1.06M.
  • iShares iBonds Dec 2035 Term Corporate ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1275 holding.
  • Kestra Advisory Services first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.