KAS
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Kestra Advisory Services’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Kestra Advisory Services’s Portfolio IBTK Stock Details IBTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.69M Buy
85,481
+18,890
+28% +$375K 0.01% 1415
2025
Q4 		$1.32M Sell
66,591
-1,158
-2% -$23K 0.01% 1472
2025
Q3 		$1.35M Sell
67,749
-6,318
-9% -$125K 0.01% 1394
2025
Q2 		$1.47M Buy
74,067
+11,200
+18% +$220K 0.01% 1262
2025
Q1 		$1.24M Sell
62,867
-16,570
-21% -$321K 0.01% 1263
2024
Q4 		$1.52M Buy
79,437
+7,660
+11% +$149K 0.01% 1150
2024
Q3 		$1.44M Sell
71,777
-9,491
-12% -$188K 0.01% 1131
2024
Q2 		$1.57M Sell
81,268
-419
-0.5% -$8.01K 0.01% 1090
2024
Q1 		$1.59M Buy
81,687
+24,672
+43% +$480K 0.01% 987
2023
Q4 		$1.12M Buy
57,015
+20,912
+58% +$399K 0.01% 1061
2023
Q3 		$682K Buy
+36,103
New +$697K 0.01% 1202

Other funds holding IBTK

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return