Kestra Advisory Services’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.4M	Buy	797,556 +147,605	+23%	+$3.22M	0.06%	353
2026 Q1	$14.2M	Buy	649,951 +174,132	+37%	+$3.84M	0.05%	357
2025 Q4	$10.5M	Buy	475,819 +292,546	+160%	+$6.47M	0.04%	411
2025 Q3	$4.06M	Buy	183,273 +25,152	+16%	+$554K	0.02%	791
2025 Q2	$3.48M	Buy	158,121 +37,303	+31%	+$808K	0.02%	803
2025 Q1	$2.62M	Sell	120,818 -15,610	-11%	-$335K	0.01%	869
2024 Q4	$2.91M	Buy	136,428 +28,775	+27%	+$622K	0.02%	810
2024 Q3	$2.39M	Sell	107,653 -8,559	-7%	-$187K	0.01%	872
2024 Q2	$2.47M	Buy	116,212 +2,625	+2%	+$55.4K	0.01%	859
2024 Q1	$2.43M	Buy	113,587 +13,609	+14%	+$291K	0.02%	792
2023 Q4	$2.16M	Buy	+99,978	New	+$2.07M	0.02%	759

Other funds holding IBDV

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

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

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

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

CIA

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

CAI

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

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

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

Kestra Advisory Services increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 23% in Q2 2026, buying an estimated $3.22M and bringing the position to 797,556 shares worth $17.4M. The position accounts for 0.06% of the portfolio, ranked #353.

Kestra Advisory Services first reported a position in IBDV in Q4 2023 and has held it in 11 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Kestra Advisory Services held 797,556 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $17.4M as of Q2 2026.
Kestra Advisory Services bought 147,605 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $3.22M.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.06% of Kestra Advisory Services's portfolio in Q2 2026, its #353 holding.
Kestra Advisory Services first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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