KAS
IBTF

Kestra Advisory Services’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Kestra Advisory Services’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-65,076
Closed -$1.52M – 4558
2025
Q3 		$1.52M Sell
65,076
-81,600
-56% -$1.9M 0.01% 1320
2025
Q2 		$3.43M Sell
146,676
-286,715
-66% -$6.69M 0.02% 809
2025
Q1 		$10.1M Buy
433,391
+63,323
+17% +$1.48M 0.05% 342
2024
Q4 		$8.63M Buy
370,068
+174,075
+89% +$4.06M 0.05% 393
2024
Q3 		$4.59M Buy
195,993
+19,224
+11% +$448K 0.03% 622
2024
Q2 		$4.1M Buy
176,769
+116,030
+191% +$2.69M 0.02% 665
2024
Q1 		$1.41M Buy
60,739
+11,429
+23% +$266K 0.01% 1035
2023
Q4 		$1.15M Buy
49,310
+21,586
+78% +$499K 0.01% 1050
2023
Q3 		$640K Buy
27,724
+3,870
+16% +$89.3K 0.01% 1229
2023
Q2 		$552K Buy
23,854
+15,276
+178% +$357K 0.01% 1278
2023
Q1 		$202K Sell
8,578
-2,214
-21% -$51.7K ﹤0.01% 1835
2022
Q4 		$251K Buy
+10,792
New +$251K ﹤0.01% 1868

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Kestra Advisory Services's IBTF Position: Q4 2025 in Review

Kestra Advisory Services sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 65,076 shares — an estimated $1.52M sold.

Kestra Advisory Services first reported a position in IBTF in Q4 2022 and held it in 12 quarters. The position peaked at $10.1M in Q1 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Kestra Advisory Services reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Kestra Advisory Services sold 65,076 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $1.52M.
  • Kestra Advisory Services first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2022 and held it in 12 quarters.
  • Kestra Advisory Services's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $10.1M in Q1 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Kestra Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.