Kestra Advisory Services
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Kestra Advisory Services’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Kestra Advisory Services’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$28.9M Buy
1,191,330
+28,849
+2% +$698K 0.08% 248
2026
Q2 		$28.2M Buy
1,162,481
+129,826
+13% +$3.14M 0.09% 233
2026
Q1 		$25M Buy
1,032,655
+181,111
+21% +$4.39M 0.09% 218
2025
Q4 		$20.6M Buy
851,544
+105,154
+14% +$2.55M 0.09% 238
2025
Q3 		$18.1M Buy
746,390
+23,245
+3% +$563K 0.08% 240
2025
Q2 		$17.5M Buy
723,145
+120,077
+20% +$2.9M 0.09% 234
2025
Q1 		$14.6M Buy
603,068
+50,103
+9% +$1.21M 0.07% 250
2024
Q4 		$13.3M Buy
552,965
+90,470
+20% +$2.18M 0.07% 278
2024
Q3 		$11.2M Buy
462,495
+2,343
+0.5% +$56.4K 0.06% 337
2024
Q2 		$11M Buy
460,152
+63,219
+16% +$1.5M 0.06% 332
2024
Q1 		$9.47M Buy
396,933
+85,678
+28% +$2.04M 0.06% 323
2023
Q4 		$7.44M Buy
311,255
+75,368
+32% +$1.77M 0.06% 334
2023
Q3 		$5.5M Buy
235,887
+47,225
+25% +$1.11M 0.05% 361
2023
Q2 		$4.43M Sell
188,662
-33,983
-15% -$803K 0.04% 408
2023
Q1 		$5.28M Sell
222,645
-14,776
-6% -$348K 0.06% 333
2022
Q4 		$5.54M Sell
237,421
-21,996
-8% -$511K 0.05% 399
2022
Q3 		$5.99M Buy
259,417
+234,096
+925% +$5.58M 0.06% 329
2022
Q2 		$602K Buy
25,321
+368
+1% +$8.85K 0.01% 1214
2022
Q1 		$615K Buy
24,953
+628
+3% +$15.9K 0.01% 1179
2021
Q4 		$634K Buy
24,325
+414
+2% +$10.8K 0.01% 1192
2021
Q3 		$634K Buy
23,911
+279
+1% +$7.43K 0.01% 1257
2021
Q2 		$629K Buy
23,632
+4,613
+24% +$122K 0.01% 1161
2021
Q1 		$501K Sell
19,019
-5,451
-22% -$146K 0.01% 1195
2020
Q4 		$663K Buy
24,470
+10,799
+79% +$291K 0.01% 1065
2020
Q3 		$367K Buy
+13,671
New +$367K 0.01% 1014

Other funds holding IBDR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
IFS Advisors
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MV Capital Management
MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return

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

Kestra Advisory Services increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 2.5% in Q3 2026, buying an estimated $698K and bringing the position to 1,191,330 shares worth $28.9M. The position accounts for 0.08% of the portfolio, ranked #248.

Kestra Advisory Services first reported a position in IBDR in Q3 2020 and has held it in 25 quarters since. 202 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • Kestra Advisory Services held 1,191,330 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $28.9M as of Q3 2026.
  • Kestra Advisory Services bought 28,849 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $698K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.08% of Kestra Advisory Services's portfolio in Q3 2026, its #248 holding.
  • Kestra Advisory Services first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2020 and has held it in 25 quarters since.
  • 202 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

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