Kestra Investment Management’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Kestra Investment Management’s Portfolio IBTL Stock Details IBTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$362K	Buy	17,917 +951	+6%	+$19.2K	0.01%	378
2026 Q1	$346K	Buy	16,966 +42	+0.2%	+$862	0.01%	343
2025 Q4	$347K	Sell	16,924 -139	-0.8%	-$2.86K	0.01%	338
2025 Q3	$351K	Sell	17,063 -34,085	-67%	-$697K	0.01%	329
2025 Q2	$1.04M	Buy	51,148 +17,063	+50%	+$346K	0.02%	276
2025 Q1	$693K	Buy	34,085 +26,362	+341%	+$527K	0.02%	214
2024 Q4	$153K	Buy	+7,723	New	+$155K	0.01%	393

Other funds holding IBTL

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Kestra Investment Management increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 5.6% in Q2 2026, buying an estimated $19.2K and bringing the position to 17,917 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #378.

Kestra Investment Management first reported a position in IBTL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.04M in Q2 2025. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

Kestra Investment Management held 17,917 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $362K as of Q2 2026.
Kestra Investment Management bought 951 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $19.2K.
iShares iBonds Dec 2031 Term Treasury ETF made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #378 holding.
Kestra Investment Management first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Kestra Investment Management's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $1.04M in Q2 2025.
133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

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