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Showing 8 of 11 quarters

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

Kestra Advisory Services, LLC holds 797,556 shares of IBDV (ISHARES TR), worth $17.4M as of 2026-Q2. The position was increased (+22.7% shares). IBDV represents 0.1% of Kestra Advisory Services, LLC's portfolio.

Current Value

$17.4M

Current Shares

797,556

Total Value Change

+$15M

Total Shares Change

+689,903

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
797,556
+22.7%
$17.4M0.1%$21.72
34
2026-Q1
Increased
649,951
+36.6%
$14.2M0.1%$21.56
37
2025-Q4
Increased
475,819
+159.6%
$10.5M0.0%$21.58
45
2025-Q3
Increased
183,273
+15.9%
$4.1M0.0%$21.33
31
2025-Q2
Increased
158,121
+30.9%
$3.5M0.0%$20.93
34
2025-Q1
Decreased
120,818
-11.4%
$2.6M0.0%$20.44
0
2024-Q4
Increased
136,428
+26.7%
$2.9M0.0%$19.95
33
2024-Q3
Decreased
107,653
-7.4%
$2.4M0.0%$20.38
0

Other major holders of IBDV: BANK OF AMERICA CORP /DE/, MERCER GLOBAL ADVISORS INC /ADV, Aptus Capital Advisors, LLC

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