Kestra Advisory Services’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.1M	Buy	49,705 +1,144	+2%	+$25.4K	﹤0.01%	1752
2026 Q1	$1.08M	Sell	48,561 -1,909	-4%	-$42.7K	﹤0.01%	1673
2025 Q4	$1.13M	Buy	50,470 +1,337	+3%	+$29.9K	﹤0.01%	1573
2025 Q3	$1.1M	Buy	49,133 +17,943	+58%	+$400K	0.01%	1515
2025 Q2	$697K	Buy	31,190 +106	+0.3%	+$2.36K	﹤0.01%	1735
2025 Q1	$692K	Sell	31,084 -1,446	-4%	-$31.8K	﹤0.01%	1616
2024 Q4	$713K	Sell	32,530 -1,957	-6%	-$43.1K	﹤0.01%	1626
2024 Q3	$776K	Buy	34,487 +99	+0.3%	+$2.21K	﹤0.01%	1490
2024 Q2	$751K	Buy	34,388 +4,738	+16%	+$103K	﹤0.01%	1501
2024 Q1	$650K	Sell	29,650 -338	-1%	-$7.44K	﹤0.01%	1496
2023 Q4	$666K	Buy	29,988 +7,066	+31%	+$153K	0.01%	1349
2023 Q3	$494K	Buy	22,922 +4,436	+24%	+$96.6K	﹤0.01%	1372
2023 Q2	$407K	Buy	+18,486	New	+$414K	﹤0.01%	1427

Other funds holding IBTI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

Kestra Advisory Services increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 2.4% in Q2 2026, buying an estimated $25.4K and bringing the position to 49,705 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1752.

Kestra Advisory Services first reported a position in IBTI in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.13M in Q4 2025. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Kestra Advisory Services held 49,705 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $1.1M as of Q2 2026.
Kestra Advisory Services bought 1,144 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $25.4K.
iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1752 holding.
Kestra Advisory Services first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
Kestra Advisory Services's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $1.13M in Q4 2025.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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