Kestra Private Wealth Services’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Kestra Private Wealth Services’s Portfolio IBTJ Stock Details IBTJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-16,242	Closed	-$355K	–	1858
2026 Q1	$355K	Sell	16,242 -2,056	-11%	-$45.1K	﹤0.01%	1375
2025 Q4	$402K	Buy	18,298 +5,998	+49%	+$132K	0.01%	1289
2025 Q3	$270K	Buy	+12,300	New	+$269K	﹤0.01%	1412

Other funds holding IBTJ

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

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

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

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

Kestra Private Wealth Services's IBTJ Position: Q2 2026 in Review

Kestra Private Wealth Services sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q2 2026, closing a stake of 16,242 shares — an estimated $355K sold.

Kestra Private Wealth Services first reported a position in IBTJ in Q3 2025 and held it in 3 quarters. The position peaked at $402K in Q4 2025. 214 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Kestra Private Wealth Services reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Kestra Private Wealth Services sold 16,242 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $355K.
Kestra Private Wealth Services first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q3 2025 and held it in 3 quarters.
Kestra Private Wealth Services's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $402K in Q4 2025.
214 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.