KAS
IBDP

Kestra Advisory Services’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Kestra Advisory Services’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-403,812
Closed -$10.2M – 2857
2024
Q3 		$10.2M Sell
403,812
-12,878
-3% -$324K 0.06% 364
2024
Q2 		$10.5M Buy
416,690
+11,907
+3% +$298K 0.06% 353
2024
Q1 		$10.1M Buy
404,783
+35,643
+10% +$890K 0.07% 304
2023
Q4 		$9.2M Buy
369,140
+75,442
+26% +$1.87M 0.07% 292
2023
Q3 		$7.26M Buy
293,698
+34,772
+13% +$857K 0.07% 294
2023
Q2 		$6.37M Buy
258,926
+55,389
+27% +$1.36M 0.06% 316
2023
Q1 		$5M Buy
203,537
+92,961
+84% +$2.28M 0.05% 353
2022
Q4 		$2.7M Buy
110,576
+33,545
+44% +$817K 0.02% 625
2022
Q3 		$1.88M Buy
77,031
+5,711
+8% +$141K 0.02% 691
2022
Q2 		$1.76M Buy
71,320
+41,181
+137% +$1.02M 0.02% 727
2022
Q1 		$756K Sell
30,139
-48,679
-62% -$1.24M 0.01% 1077
2021
Q4 		$2.04M Sell
78,818
-5,264
-6% -$137K 0.02% 674
2021
Q3 		$2.21M Sell
84,082
-4,045
-5% -$106K 0.02% 662
2021
Q2 		$2.32M Buy
88,127
+97
+0.1% +$2.56K 0.03% 589
2021
Q1 		$2.32M Sell
88,030
-60,007
-41% -$1.59M 0.03% 542
2020
Q4 		$3.93M Buy
148,037
+18,717
+14% +$495K 0.05% 397
2020
Q3 		$3.43M Buy
+129,320
New +$3.42M 0.06% 307

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Kestra Advisory Services's IBDP Position: Q4 2024 in Review

Kestra Advisory Services sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 403,812 shares — an estimated $10.2M sold.

Kestra Advisory Services first reported a position in IBDP in Q3 2020 and held it in 17 quarters. The position peaked at $10.5M in Q2 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Kestra Advisory Services reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Kestra Advisory Services sold 403,812 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $10.2M.
  • Kestra Advisory Services first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2020 and held it in 17 quarters.
  • Kestra Advisory Services's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $10.5M in Q2 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Kestra Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.