KAS
IBTJ icon

Kestra Advisory Services’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Kestra Advisory Services’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$505K Buy
23,098
+2,380
+11% +$52.2K ﹤0.01% 2213
2025
Q4 		$455K Buy
20,718
+4,010
+24% +$88.1K ﹤0.01% 2232
2025
Q3 		$367K Buy
16,708
+5,139
+44% +$112K ﹤0.01% 2290
2025
Q2 		$254K Buy
+11,569
New +$252K ﹤0.01% 2488
2025
Q1 		– Sell
-13,407
Closed -$286K – 2824
2024
Q4 		$286K Buy
13,407
+745
+6% +$16.1K ﹤0.01% 2257
2024
Q3 		$280K Buy
12,662
+33
+0.3% +$721 ﹤0.01% 2140
2024
Q2 		$270K Buy
+12,629
New +$268K ﹤0.01% 2184

Other funds holding IBTJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return