Kestra Advisory Services’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.27M Buy
56,662
+327
+0.6% +$7.32K ﹤0.01% 1657
2026
Q1
$1.26M Buy
56,335
+3,341
+6% +$75.1K ﹤0.01% 1571
2025
Q4
$1.19M Buy
52,994
+10,371
+24% +$233K ﹤0.01% 1535
2025
Q3
$960K Buy
42,623
+9,240
+28% +$207K ﹤0.01% 1623
2025
Q2
$751K Sell
33,383
-1,777
-5% -$39.8K ﹤0.01% 1680
2025
Q1
$788K Buy
35,160
+526
+2% +$11.7K ﹤0.01% 1538
2024
Q4
$769K Buy
34,634
+3,884
+13% +$86.6K ﹤0.01% 1566
2024
Q3
$696K Buy
30,750
+131
+0.4% +$2.94K ﹤0.01% 1547
2024
Q2
$676K Buy
30,619
+4,604
+18% +$101K ﹤0.01% 1584
2024
Q1
$577K Sell
26,015
-75
-0.3% -$1.67K ﹤0.01% 1574
2023
Q4
$584K Buy
26,090
+3,658
+16% +$80.3K ﹤0.01% 1425
2023
Q3
$490K Buy
22,432
+9,548
+74% +$210K ﹤0.01% 1379
2023
Q2
$285K Buy
+12,884
New +$290K ﹤0.01% 1655
2023
Q1
Sell
-13,080
Closed -$291K 2185
2022
Q4
$291K Buy
+13,080
New +$291K ﹤0.01% 1766

Other funds holding IBTH

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

Kestra Advisory Services increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 0.58% in Q2 2026, buying an estimated $7.32K and bringing the position to 56,662 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1657.

Kestra Advisory Services first reported a position in IBTH in Q4 2022 and has held it in 14 quarters since. 314 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Kestra Advisory Services held 56,662 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $1.27M as of Q2 2026.
  • Kestra Advisory Services bought 327 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $7.32K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1657 holding.
  • Kestra Advisory Services first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2022 and has held it in 14 quarters since.
  • 314 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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