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 Q2	$7.57M	Buy	290,450 +23,619	+9%	+$615K	0.02%	630
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 $7.59B AUM 23.38% 1-Year Est. Return

ACA

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

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

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

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

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

Kestra Advisory Services increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 8.9% in Q2 2026, buying an estimated $615K and bringing the position to 290,450 shares worth $7.57M. The position accounts for 0.02% of the portfolio, ranked #630.

Kestra Advisory Services first reported a position in IBDZ in Q3 2024 and has held it in 8 quarters since. 128 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

Kestra Advisory Services held 290,450 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $7.57M as of Q2 2026.
Kestra Advisory Services bought 23,619 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $615K.
iShares iBonds Dec 2034 Term Corporate ETF made up 0.02% of Kestra Advisory Services's portfolio in Q2 2026, its #630 holding.
Kestra Advisory Services first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
128 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

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