Kestra Advisory Services’s iShares Large Cap Deep Quarterly Laddered ETF IVVB Stock Holding History
Bought
Maintained
Sold
Other funds holding IVVB
EFL
Kestra Advisory Services's IVVB Position: Q3 2026 in Review
Kestra Advisory Services opened a new position in iShares Large Cap Deep Quarterly Laddered ETF (IVVB) in Q3 2026: 5,682 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #3256 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in IVVB as recently as Q4 2025.
Kestra Advisory Services first reported a position in IVVB in Q4 2025 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold IVVB as of Q3 2026.
- Kestra Advisory Services held 5,682 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $201K as of Q3 2026.
- iShares Large Cap Deep Quarterly Laddered ETF was a new Kestra Advisory Services position in Q3 2026.
- iShares Large Cap Deep Quarterly Laddered ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #3256 holding.
- Kestra Advisory Services first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q4 2025 and has held it in 2 quarters since.
- 12 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q3 2026.
Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.