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 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 $12.7B AUM 17.41% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAI

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

Kestra Advisory Services's IBDX Position: Q1 2026 in Review

Kestra Advisory Services increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 68% in Q1 2026, buying an estimated $1.24M and bringing the position to 119,824 shares worth $3.03M. The position accounts for 0.01% of the portfolio, ranked #1052.

Kestra Advisory Services first reported a position in IBDX in Q1 2024 and has held it in 9 quarters since. 221 funds tracked by Wall St. Rank hold IBDX as of Q1 2026.

Kestra Advisory Services held 119,824 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $3.03M as of Q1 2026.
Kestra Advisory Services bought 48,489 iShares iBonds Dec 2032 Term Corporate ETF shares in Q1 2026, an estimated $1.24M.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1052 holding.
Kestra Advisory Services first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2024 and has held it in 9 quarters since.
221 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.