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Kestra Investment Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Kestra Investment Management’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$367K Buy
16,580
+725
+5% +$16.1K 0.01% 370
2026
Q1 		$353K Buy
15,855
+181
+1% +$4.04K 0.01% 332
2025
Q4 		$351K Buy
15,674
+88
+0.6% +$1.97K 0.01% 332
2025
Q3 		$349K Sell
15,586
-1,813
-10% -$40.5K 0.01% 333
2025
Q2 		$389K Sell
17,399
-13,681
-44% -$304K 0.01% 320
2025
Q1 		$692K Buy
31,080
+24,017
+340% +$529K 0.02% 219
2024
Q4 		$155K Buy
+7,063
New +$156K 0.01% 390

Other funds holding IBTI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 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
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Kestra Investment Management increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 4.6% in Q2 2026, buying an estimated $16.1K and bringing the position to 16,580 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #370.

Kestra Investment Management first reported a position in IBTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $692K in Q1 2025. 257 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Kestra Investment Management held 16,580 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $367K as of Q2 2026.
  • Kestra Investment Management bought 725 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $16.1K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #370 holding.
  • Kestra Investment Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Kestra Investment Management's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $692K in Q1 2025.
  • 257 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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