Kestra Advisory Services’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.7M	Buy	937,764 +130,836	+16%	+$3.03M	0.07%	294
2026 Q1	$18.8M	Buy	806,928 +129,281	+19%	+$3.02M	0.07%	281
2025 Q4	$15.9M	Buy	677,647 +129,861	+24%	+$3.04M	0.07%	301
2025 Q3	$12.9M	Buy	547,786 +11,116	+2%	+$260K	0.06%	330
2025 Q2	$12.5M	Buy	536,670 +88,240	+20%	+$2.04M	0.06%	317
2025 Q1	$10.4M	Buy	448,430 +38,566	+9%	+$884K	0.05%	334
2024 Q4	$9.34M	Buy	409,864 +178,283	+77%	+$4.11M	0.05%	368
2024 Q3	$5.44M	Buy	231,581 +43,043	+23%	+$998K	0.03%	560
2024 Q2	$4.27M	Buy	188,538 +23,865	+14%	+$538K	0.02%	648
2024 Q1	$3.76M	Buy	164,673 +35,314	+27%	+$806K	0.03%	622
2023 Q4	$2.98M	Buy	129,359 +95,141	+278%	+$2.11M	0.02%	642
2023 Q3	$749K	Buy	+34,218	New	+$761K	0.01%	1146

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Kestra Advisory Services increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 16% in Q2 2026, buying an estimated $3.03M and bringing the position to 937,764 shares worth $21.7M. The position accounts for 0.07% of the portfolio, ranked #294.

Kestra Advisory Services first reported a position in IBDU in Q3 2023 and has held it in 12 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Kestra Advisory Services held 937,764 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $21.7M as of Q2 2026.
Kestra Advisory Services bought 130,836 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $3.03M.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.07% of Kestra Advisory Services's portfolio in Q2 2026, its #294 holding.
Kestra Advisory Services first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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