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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
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

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

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

Kestra Advisory Services reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 32% in Q2 2026, selling an estimated $229K and leaving 19,153 shares worth $490K. The position accounts for ﹤0.01% of the portfolio, ranked #2363.

Kestra Advisory Services first reported a position in IBMQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $718K in Q1 2026. 76 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Kestra Advisory Services held 19,153 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $490K as of Q2 2026.
  • Kestra Advisory Services sold 8,967 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $229K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2363 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 11 quarters since.
  • Kestra Advisory Services's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $718K in Q1 2026.
  • 76 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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