Kestra Advisory Services’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$680K	Buy	33,669 +2,259	+7%	+$45.7K	﹤0.01%	2087
2026 Q1	$641K	Sell	31,410 -2,024	-6%	-$41.5K	﹤0.01%	2034
2025 Q4	$686K	Buy	33,434 +1,552	+5%	+$32K	﹤0.01%	1926
2025 Q3	$656K	Buy	31,882 +380	+1%	+$7.78K	﹤0.01%	1876
2025 Q2	$646K	Sell	31,502 -11,228	-26%	-$227K	﹤0.01%	1800
2025 Q1	$869K	Sell	42,730 -5,173	-11%	-$103K	﹤0.01%	1471
2024 Q4	$948K	Sell	47,903 -968	-2%	-$19.5K	0.01%	1452
2024 Q3	$1.02M	Buy	48,871 +5,415	+12%	+$111K	0.01%	1318
2024 Q2	$868K	Sell	43,456 -8,376	-16%	-$166K	﹤0.01%	1411
2024 Q1	$1.04M	Buy	51,832 +15,955	+44%	+$322K	0.01%	1213
2023 Q4	$737K	Buy	35,877 +11,352	+46%	+$224K	0.01%	1281
2023 Q3	$480K	Buy	+24,525	New	+$494K	﹤0.01%	1394

Other funds holding IBTL

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

TPWA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

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

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Kestra Advisory Services increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 7.2% in Q2 2026, buying an estimated $45.7K and bringing the position to 33,669 shares worth $680K. The position accounts for ﹤0.01% of the portfolio, ranked #2087.

Kestra Advisory Services first reported a position in IBTL in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.04M in Q1 2024. 134 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

Kestra Advisory Services held 33,669 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $680K as of Q2 2026.
Kestra Advisory Services bought 2,259 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $45.7K.
iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2087 holding.
Kestra Advisory Services first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
Kestra Advisory Services's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $1.04M in Q1 2024.
134 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

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