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Kestra Advisory Services’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Kestra Advisory Services’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.61M Buy
332,981
+62,386
+23% +$1.63M 0.03% 520
2025
Q4 		$7.07M Buy
270,595
+22,562
+9% +$591K 0.03% 557
2025
Q3 		$6.51M Sell
248,033
-1,030
-0.4% -$26.7K 0.03% 553
2025
Q2 		$6.45M Buy
249,063
+23,494
+10% +$596K 0.03% 526
2025
Q1 		$5.77M Buy
225,569
+1,872
+0.8% +$47.3K 0.03% 522
2024
Q4 		$5.61M Buy
223,697
+46,527
+26% +$1.19M 0.03% 530
2024
Q3 		$4.68M Buy
177,170
+39,761
+29% +$1.03M 0.03% 612
2024
Q2 		$3.46M Buy
137,409
+31,614
+30% +$791K 0.02% 719
2024
Q1 		$2.7M Buy
+105,795
New +$2.69M 0.02% 759

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Kestra Advisory Services increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 23% in Q1 2026, buying an estimated $1.63M and bringing the position to 332,981 shares worth $8.61M. The position accounts for 0.03% of the portfolio, ranked #520.

Kestra Advisory Services first reported a position in IBDY in Q1 2024 and has held it in 9 quarters since. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • Kestra Advisory Services held 332,981 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $8.61M as of Q1 2026.
  • Kestra Advisory Services bought 62,386 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $1.63M.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.03% of Kestra Advisory Services's portfolio in Q1 2026, its #520 holding.
  • Kestra Advisory Services first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2024 and has held it in 9 quarters since.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

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