KAS
IBTP

Kestra Advisory Services’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

Kestra Advisory Services’s Portfolio IBTP Stock Details IBTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-189,477
Closed -$4.91M – 4572
2025
Q3 		$4.91M Sell
189,477
-3,997
-2% -$103K 0.02% 691
2025
Q2 		$4.97M Sell
193,474
-197
-0.1% -$5K 0.02% 646
2025
Q1 		$4.97M Buy
193,671
+27,612
+17% +$694K 0.02% 577
2024
Q4 		$4.12M Buy
166,059
+1,779
+1% +$45.2K 0.02% 655
2024
Q3 		$4.34M Buy
+164,280
New +$4.28M 0.02% 639

Other funds holding IBTP

AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kestra Advisory Services's IBTP Position: Q4 2025 in Review

Kestra Advisory Services sold out of iShares iBonds Dec 2034 Term Treasury ETF (IBTP) in Q4 2025, closing a stake of 189,477 shares — an estimated $4.91M sold.

Kestra Advisory Services first reported a position in IBTP in Q3 2024 and held it in 5 quarters. The position peaked at $4.97M in Q2 2025. 53 funds tracked by Wall St. Rank hold IBTP as of Q4 2025.

  • Kestra Advisory Services reported no remaining iShares iBonds Dec 2034 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Kestra Advisory Services sold 189,477 iShares iBonds Dec 2034 Term Treasury ETF shares in Q4 2025, an estimated $4.91M.
  • Kestra Advisory Services first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q3 2024 and held it in 5 quarters.
  • Kestra Advisory Services's iShares iBonds Dec 2034 Term Treasury ETF position peaked at $4.97M in Q2 2025.
  • 53 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q4 2025.

Based on Kestra Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.