Kestra Advisory Services’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$607K	Hold	26,736	–	–	﹤0.01%	2203
2026 Q1	$613K	Buy	26,736 +4,104	+18%	+$94.7K	﹤0.01%	2069
2025 Q4	$522K	Sell	22,632 -408	-2%	-$9.46K	﹤0.01%	2109
2025 Q3	$533K	Sell	23,040 -4,504	-16%	-$104K	﹤0.01%	2015
2025 Q2	$634K	Buy	27,544 +1,891	+7%	+$43K	﹤0.01%	1813
2025 Q1	$587K	Sell	25,653 -24,318	-49%	-$546K	﹤0.01%	1708
2024 Q4	$1.11M	Buy	49,971 +4,343	+10%	+$98.3K	0.01%	1357
2024 Q3	$1.07M	Sell	45,628 -1,769	-4%	-$40.9K	0.01%	1284
2024 Q2	$1.06M	Buy	47,397 +127	+0.3%	+$2.83K	0.01%	1279
2024 Q1	$1.07M	Buy	47,270 +16,564	+54%	+$376K	0.01%	1191
2023 Q4	$710K	Buy	30,706 +1,800	+6%	+$39.9K	0.01%	1315
2023 Q3	$636K	Buy	28,906 +13,456	+87%	+$305K	0.01%	1234
2023 Q2	$359K	Buy	15,450 +1,147	+8%	+$27.1K	﹤0.01%	1497
2023 Q1	$342K	Sell	14,303 -15,198	-52%	-$358K	﹤0.01%	1486
2022 Q4	$682K	Buy	29,501 +349	+1%	+$8.08K	0.01%	1230
2022 Q3	$677K	Buy	+29,152	New	+$716K	0.01%	1151

Other funds holding IBTM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

CIM

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TAM

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

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

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

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

Kestra Advisory Services held its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) position steady in Q2 2026 at 26,736 shares worth $607K. The position accounts for ﹤0.01% of the portfolio, ranked #2203.

Kestra Advisory Services first reported a position in IBTM in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.11M in Q4 2024. 104 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

Kestra Advisory Services held 26,736 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $607K as of Q2 2026.
Kestra Advisory Services left its iShares iBonds Dec 2032 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2203 holding.
Kestra Advisory Services first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q3 2022 and has held it in 16 quarters since.
Kestra Advisory Services's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $1.11M in Q4 2024.
104 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

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