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IBDSIBDS
Showing 8 of 24 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in ISHARES TR

Kestra Advisory Services, LLC holds 1.2M shares of IBDS (ISHARES TR), worth $28.2M as of 2026-Q2. The position was increased (+15.9% shares). IBDS represents 0.1% of Kestra Advisory Services, LLC's portfolio.

Current Value

$28.2M

Current Shares

1.2M

Total Value Change

+$17.6M

Total Shares Change

+727,806

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.2M
+15.9%
$28.2M0.1%$24.14
33
2026-Q1
Increased
1M
+25.2%
$24.3M0.1%$23.90
35
2025-Q4
Increased
802,073
+17.7%
$19.5M0.1%$23.77
33
2025-Q3
Increased
681,207
+3.6%
$16.6M0.1%$23.49
29
2025-Q2
Increased
657,531
+16.2%
$16M0.1%$23.17
33
2025-Q1
Increased
565,964
+6.9%
$13.7M0.1%$22.83
30
2024-Q4
Increased
529,573
+21.5%
$12.7M0.1%$22.45
34
2024-Q3
Increased
435,747
+6.0%
$10.6M0.1%$22.51
29

Other major holders of IBDS: BANK OF AMERICA CORP /DE/

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