Kestra Advisory Services’s iShares iBonds Dec 2035 Term Treasury ETF IBTQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$443K	Buy	+18,755	New	+$460K	﹤0.01%	2617

Other funds holding IBTQ

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Accretive Wealth Partners Parsippany, New Jersey $470M AUM 11% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Bell Investment Advisors Oakland, California $684M AUM 11.43% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Single Point Partners Boston, Massachusetts $566M AUM 10.5% 1-Year Est. Return

Kestra Advisory Services's IBTQ Position: Q3 2026 in Review

Kestra Advisory Services opened a new position in iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) in Q3 2026: 18,755 shares worth $443K. The stake represents ﹤0.01% of the portfolio and ranks #2617 among its holdings.

21 funds tracked by Wall St. Rank hold IBTQ as of Q3 2026.

Kestra Advisory Services held 18,755 shares of iShares iBonds Dec 2035 Term Treasury ETF worth $443K as of Q3 2026.
iShares iBonds Dec 2035 Term Treasury ETF was a new Kestra Advisory Services position in Q3 2026.
iShares iBonds Dec 2035 Term Treasury ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2617 holding.
21 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Treasury ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.