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Showing 8 of 12 quarters

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

Kestra Advisory Services, LLC holds 937,764 shares of IBDU (ISHARES TR), worth $21.7M as of 2026-Q2. The position was increased (+16.2% shares). IBDU represents 0.1% of Kestra Advisory Services, LLC's portfolio.

Current Value

$21.7M

Current Shares

937,764

Total Value Change

+$16.3M

Total Shares Change

+706,183

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
937,764
+16.2%
$21.7M0.1%$22.99
33
2026-Q1
Increased
806,928
+19.1%
$18.8M0.1%$22.82
33
2025-Q4
Increased
677,647
+23.7%
$15.9M0.1%$22.79
34
2025-Q3
Increased
547,786
+2.1%
$12.9M0.1%$22.50
28
2025-Q2
Increased
536,670
+19.7%
$12.5M0.1%$22.11
33
2025-Q1
Increased
448,430
+9.4%
$10.4M0.1%$21.66
30
2024-Q4
Increased
409,864
+77.0%
$9.3M0.1%$21.19
42
2024-Q3
Increased
231,581
+22.8%
$5.4M0.0%$21.50
33

Other major holders of IBDU: BANK OF AMERICA CORP /DE/, Aptus Capital Advisors, LLC

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