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 Q2	$452K	Sell	20,856 -2,242	-10%	-$48.7K	﹤0.01%	2418
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Kestra Advisory Services reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 9.7% in Q2 2026, selling an estimated $48.7K and leaving 20,856 shares worth $452K. The position accounts for ﹤0.01% of the portfolio, ranked #2418.

Kestra Advisory Services first reported a position in IBTJ in Q2 2024 and has held it in 8 quarters since. The position peaked at $505K in Q1 2026. 215 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Kestra Advisory Services held 20,856 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $452K as of Q2 2026.
Kestra Advisory Services sold 2,242 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $48.7K.
iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2418 holding.
Kestra Advisory Services first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2024 and has held it in 8 quarters since.
Kestra Advisory Services's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $505K in Q1 2026.
215 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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