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Kestra Investment Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Kestra Investment Management’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$369K Buy
16,113
+875
+6% +$20K 0.01% 367
2026
Q1 		$349K Buy
15,238
+1
+0% +$23 0.01% 338
2025
Q4 		$349K Buy
15,237
+56
+0.4% +$1.28K 0.01% 337
2025
Q3 		$348K Sell
15,181
-30,184
-67% -$691K 0.01% 334
2025
Q2 		$1.04M Buy
45,365
+15,180
+50% +$347K 0.02% 277
2025
Q1 		$692K Buy
30,185
+23,246
+335% +$531K 0.02% 216
2024
Q4 		$158K Buy
+6,939
New +$158K 0.01% 387

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Kestra Investment Management's IBTG Position: Q2 2026 in Review

Kestra Investment Management increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 5.7% in Q2 2026, buying an estimated $20K and bringing the position to 16,113 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #367.

Kestra Investment Management first reported a position in IBTG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.04M in Q2 2025. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Kestra Investment Management held 16,113 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $369K as of Q2 2026.
  • Kestra Investment Management bought 875 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $20K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #367 holding.
  • Kestra Investment Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Kestra Investment Management's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $1.04M in Q2 2025.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.