Kestra Advisory Services’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$482K	Buy	19,168 +15	+0.1%	+$382	﹤0.01%	2542
2026 Q2	$490K	Sell	19,153 -8,967	-32%	-$229K	﹤0.01%	2363
2026 Q1	$718K	Buy	28,120 +10,057	+56%	+$258K	﹤0.01%	1960
2025 Q4	$462K	Buy	18,063 +8,954	+98%	+$229K	﹤0.01%	2215
2025 Q3	$234K	Sell	9,109 -9,972	-52%	-$255K	﹤0.01%	2634
2025 Q2	$485K	Buy	19,081 +5,996	+46%	+$151K	﹤0.01%	1981
2025 Q1	$331K	Sell	13,085 -9,946	-43%	-$251K	﹤0.01%	2102
2024 Q4	$580K	Buy	23,031 +7,272	+46%	+$184K	﹤0.01%	1780
2024 Q3	$404K	Sell	15,759 -11,688	-43%	-$296K	﹤0.01%	1903
2024 Q2	$687K	Buy	27,447 +5,056	+23%	+$127K	﹤0.01%	1568
2024 Q1	$566K	Buy	22,391 +8,139	+57%	+$207K	﹤0.01%	1586
2023 Q4	$365K	Buy	+14,252	New	+$354K	﹤0.01%	1722

Other funds holding IBMQ

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return

Cypress Point Wealth Management Dallas, Texas $945M AUM 10.4% 1-Year Est. Return

Kestra Advisory Services's IBMQ Position: Q3 2026 in Review

Kestra Advisory Services increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 0.08% in Q3 2026, buying an estimated $382 and bringing the position to 19,168 shares worth $482K. The position accounts for ﹤0.01% of the portfolio, ranked #2542.

Kestra Advisory Services first reported a position in IBMQ in Q4 2023 and has held it in 12 quarters since. The position peaked at $718K in Q1 2026. 105 funds tracked by Wall St. Rank hold IBMQ as of Q3 2026.

Kestra Advisory Services held 19,168 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $482K as of Q3 2026.
Kestra Advisory Services bought 15 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q3 2026, an estimated $382.
iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2542 holding.
Kestra Advisory Services first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2023 and has held it in 12 quarters since.
Kestra Advisory Services's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $718K in Q1 2026.
105 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.