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Kestra Investment Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Kestra Investment Management’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$368K Buy
16,433
+718
+5% +$16.1K 0.01% 369
2026
Q1 		$352K Buy
15,715
+178
+1% +$4K 0.01% 335
2025
Q4 		$349K Buy
15,537
+3
+0% +$67 0.01% 335
2025
Q3 		$350K Sell
15,534
-1,794
-10% -$40.3K 0.01% 331
2025
Q2 		$390K Sell
17,328
-13,563
-44% -$304K 0.01% 318
2025
Q1 		$693K Buy
30,891
+23,801
+336% +$530K 0.02% 215
2024
Q4 		$157K Buy
+7,090
New +$158K 0.01% 388

Other funds holding IBTH

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
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Kestra Investment Management increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 4.6% in Q2 2026, buying an estimated $16.1K and bringing the position to 16,433 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #369.

Kestra Investment Management first reported a position in IBTH in Q4 2024 and has held it in 7 quarters since. The position peaked at $693K in Q1 2025. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Kestra Investment Management held 16,433 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $368K as of Q2 2026.
  • Kestra Investment Management bought 718 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $16.1K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #369 holding.
  • Kestra Investment Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Kestra Investment Management's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $693K in Q1 2025.
  • 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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