Kestra Advisory Services’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History
Bought
Maintained
Sold
Other funds holding IBTJ
Kestra Advisory Services's IBTJ Position: Q3 2026 in Review
Kestra Advisory Services increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 3.3% in Q3 2026, buying an estimated $14.8K and bringing the position to 21,545 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #2583.
Kestra Advisory Services first reported a position in IBTJ in Q2 2024 and has held it in 9 quarters since. The position peaked at $505K in Q1 2026. 131 funds tracked by Wall St. Rank hold IBTJ as of Q3 2026.
- Kestra Advisory Services held 21,545 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $457K as of Q3 2026.
- Kestra Advisory Services bought 689 iShares iBonds Dec 2029 Term Treasury ETF shares in Q3 2026, an estimated $14.8K.
- iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2583 holding.
- Kestra Advisory Services first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
- Kestra Advisory Services's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $505K in Q1 2026.
- 131 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2026.
Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.