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IBDYIBDY
Showing 8 of 10 quarters

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

Kestra Advisory Services, LLC holds 335,084 shares of IBDY (ISHARES TR), worth $8.6M as of 2026-Q2. The position was increased (+0.6% shares). IBDY represents 0.0% of Kestra Advisory Services, LLC's portfolio.

Current Value

$8.6M

Current Shares

335,084

Total Value Change

+$3.9M

Total Shares Change

+157,914

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
335,084
+0.6%
$8.6M0.0%$25.64
28
2026-Q1
Increased
332,981
+23.1%
$8.6M0.0%$25.43
33
2025-Q4
Increased
270,595
+9.1%
$7.1M0.0%$25.52
30
2025-Q3
Decreased
248,033
-0.4%
$6.5M0.0%$25.20
0
2025-Q2
Increased
249,063
+10.4%
$6.5M0.0%$24.58
30
2025-Q1
Increased
225,569
+0.8%
$5.8M0.0%$23.95
27
2024-Q4
Increased
223,697
+26.3%
$5.6M0.0%$23.32
33
2024-Q3
Increased
177,170
+28.9%
$4.7M0.0%$24.13
34

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

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