Kestra Advisory Services’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.88M	Buy	72,751 +2,568	+4%	+$66.5K	0.01%	1402
2026 Q1	$1.81M	Buy	70,183 +10,565	+18%	+$277K	0.01%	1363
2025 Q4	$1.55M	Buy	59,618 +16,531	+38%	+$430K	0.01%	1371
2025 Q3	$1.12M	Buy	43,087 +10,983	+34%	+$284K	0.01%	1506
2025 Q2	$824K	Buy	32,104 +17,523	+120%	+$444K	﹤0.01%	1616
2025 Q1	$370K	Buy	+14,581	New	+$372K	﹤0.01%	2023

Other funds holding IBMS

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

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

Kestra Advisory Services increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 3.7% in Q2 2026, buying an estimated $66.5K and bringing the position to 72,751 shares worth $1.88M. The position accounts for 0.01% of the portfolio, ranked #1402.

Kestra Advisory Services first reported a position in IBMS in Q1 2025 and has held it in 6 quarters since. 115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

Kestra Advisory Services held 72,751 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $1.88M as of Q2 2026.
Kestra Advisory Services bought 2,568 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $66.5K.
iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1402 holding.
Kestra Advisory Services first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

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