KAS
IBDZ

Kestra Advisory Services’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Kestra Advisory Services’s Portfolio IBDZ Stock Details IBDZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.95M Buy
266,831
+46,067
+21% +$1.21M 0.03% 627
2025
Q4 		$5.82M Buy
220,764
+55,487
+34% +$1.47M 0.02% 641
2025
Q3 		$4.37M Buy
165,277
+21,832
+15% +$572K 0.02% 757
2025
Q2 		$3.75M Buy
143,445
+11,760
+9% +$301K 0.02% 765
2025
Q1 		$3.4M Buy
131,685
+32,330
+33% +$826K 0.02% 744
2024
Q4 		$2.53M Buy
99,355
+80,551
+428% +$2.09M 0.01% 884
2024
Q3 		$502K Buy
+18,804
New +$492K ﹤0.01% 1760

Other funds holding IBDZ

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 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
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Kestra Advisory Services increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 21% in Q1 2026, buying an estimated $1.21M and bringing the position to 266,831 shares worth $6.95M. The position accounts for 0.03% of the portfolio, ranked #627.

Kestra Advisory Services first reported a position in IBDZ in Q3 2024 and has held it in 7 quarters since. 119 funds tracked by Wall St. Rank hold IBDZ as of Q1 2026.

  • Kestra Advisory Services held 266,831 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $6.95M as of Q1 2026.
  • Kestra Advisory Services bought 46,067 iShares iBonds Dec 2034 Term Corporate ETF shares in Q1 2026, an estimated $1.21M.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.03% of Kestra Advisory Services's portfolio in Q1 2026, its #627 holding.
  • Kestra Advisory Services first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q3 2024 and has held it in 7 quarters since.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q1 2026.

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