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Kestra Advisory Services’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Kestra Advisory Services’s Portfolio IBTO Stock Details IBTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$409K Buy
16,782
+640
+4% +$15.7K ﹤0.01% 2388
2025
Q4 		$396K Buy
16,142
+5,179
+47% +$128K ﹤0.01% 2326
2025
Q3 		$270K Buy
10,963
+16
+0.1% +$391 ﹤0.01% 2529
2025
Q2 		$268K Sell
10,947
-3,006
-22% -$72.7K ﹤0.01% 2440
2025
Q1 		$340K Sell
13,953
-3,970
-22% -$95K ﹤0.01% 2076
2024
Q4 		$424K Sell
17,923
-1,538
-8% -$37.2K ﹤0.01% 1987
2024
Q3 		$489K Buy
19,461
+271
+1% +$6.71K ﹤0.01% 1782
2024
Q2 		$461K Buy
19,190
+4,047
+27% +$96.4K ﹤0.01% 1843
2024
Q1 		$368K Buy
+15,143
New +$369K ﹤0.01% 1862

Other funds holding IBTO

GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kestra Advisory Services's IBTO Position: Q1 2026 in Review

Kestra Advisory Services increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 4% in Q1 2026, buying an estimated $15.7K and bringing the position to 16,782 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #2388.

Kestra Advisory Services first reported a position in IBTO in Q1 2024 and has held it in 9 quarters since. The position peaked at $489K in Q3 2024. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

  • Kestra Advisory Services held 16,782 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $409K as of Q1 2026.
  • Kestra Advisory Services bought 640 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2026, an estimated $15.7K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2388 holding.
  • Kestra Advisory Services first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q1 2024 and has held it in 9 quarters since.
  • Kestra Advisory Services's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $489K in Q3 2024.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.