KIM
IBTK icon

Kestra Investment Management’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Kestra Investment Management’s Portfolio IBTK Stock Details IBTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$364K Buy
18,623
+924
+5% +$18.1K 0.01% 376
2026
Q1 		$349K Buy
17,699
+101
+0.6% +$2K 0.01% 339
2025
Q4 		$349K Sell
17,598
-19
-0.1% -$378 0.01% 334
2025
Q3 		$350K Sell
17,617
-128
-0.7% -$2.53K 0.01% 330
2025
Q2 		$352K Sell
17,745
-17,446
-50% -$342K 0.01% 338
2025
Q1 		$692K Buy
35,191
+27,235
+342% +$527K 0.02% 218
2024
Q4 		$153K Buy
+7,956
New +$155K 0.01% 394

Other funds holding IBTK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Kestra Investment Management increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 5.2% in Q2 2026, buying an estimated $18.1K and bringing the position to 18,623 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #376.

Kestra Investment Management first reported a position in IBTK in Q4 2024 and has held it in 7 quarters since. The position peaked at $692K in Q1 2025. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

  • Kestra Investment Management held 18,623 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $364K as of Q2 2026.
  • Kestra Investment Management bought 924 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $18.1K.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #376 holding.
  • Kestra Investment Management first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Kestra Investment Management's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $692K in Q1 2025.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

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