Kestra Advisory Services’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.12M	Buy	123,690 +3,866	+3%	+$97.4K	0.01%	1097
2026 Q1	$3.03M	Buy	119,824 +48,489	+68%	+$1.24M	0.01%	1052
2025 Q4	$1.82M	Buy	71,335 +5,620	+9%	+$144K	0.01%	1277
2025 Q3	$1.68M	Sell	65,715 -13,533	-17%	-$343K	0.01%	1255
2025 Q2	$2M	Buy	79,248 +4,891	+7%	+$121K	0.01%	1080
2025 Q1	$1.86M	Buy	74,357 +13,012	+21%	+$322K	0.01%	1018
2024 Q4	$1.51M	Buy	61,345 +8,284	+16%	+$207K	0.01%	1155
2024 Q3	$1.36M	Buy	53,061 +16,827	+46%	+$425K	0.01%	1152
2024 Q2	$890K	Buy	36,234 +6,873	+23%	+$168K	0.01%	1396
2024 Q1	$728K	Buy	+29,361	New	+$728K	﹤0.01%	1431

Other funds holding IBDX

ACA

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

CIA

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

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

CAI

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

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

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

Kestra Advisory Services increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 3.2% in Q2 2026, buying an estimated $97.4K and bringing the position to 123,690 shares worth $3.12M. The position accounts for 0.01% of the portfolio, ranked #1097.

Kestra Advisory Services first reported a position in IBDX in Q1 2024 and has held it in 10 quarters since. 229 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Kestra Advisory Services held 123,690 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $3.12M as of Q2 2026.
Kestra Advisory Services bought 3,866 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $97.4K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1097 holding.
Kestra Advisory Services first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
229 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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