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 Q2	$460K	Buy	19,058 +2,276	+14%	+$55K	﹤0.01%	2406
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

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 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

CIM

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

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

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

Kestra Advisory Services increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 14% in Q2 2026, buying an estimated $55K and bringing the position to 19,058 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #2406.

Kestra Advisory Services first reported a position in IBTO in Q1 2024 and has held it in 10 quarters since. The position peaked at $489K in Q3 2024. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

Kestra Advisory Services held 19,058 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $460K as of Q2 2026.
Kestra Advisory Services bought 2,276 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $55K.
iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2406 holding.
Kestra Advisory Services first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
Kestra Advisory Services's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $489K in Q3 2024.
83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

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