KAS
IBHA

Kestra Advisory Services’s iShares iBonds 2021 Term High Yield and Income ETF IBHA Stock Holding History

Kestra Advisory Services’s Portfolio IBHA Stock Details IBHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-15,854
Closed -$383K – 2238
2021
Q3 		$383K Sell
15,854
-3,566
-18% -$86.1K ﹤0.01% 1526
2021
Q2 		$470K Sell
19,420
-2,962
-13% -$71.7K 0.01% 1313
2021
Q1 		$542K Buy
22,382
+3,048
+16% +$73.9K 0.01% 1154
2020
Q4 		$468K Buy
+19,334
New +$468K 0.01% 1240

Kestra Advisory Services's IBHA Position: Q4 2021 in Review

Kestra Advisory Services sold out of iShares iBonds 2021 Term High Yield and Income ETF (IBHA) in Q4 2021, closing a stake of 15,854 shares — an estimated $383K sold.

Kestra Advisory Services first reported a position in IBHA in Q4 2020 and held it in 4 quarters. The position peaked at $542K in Q1 2021. 0 funds tracked by Wall St. Rank hold IBHA as of Q4 2021.

  • Kestra Advisory Services reported no remaining iShares iBonds 2021 Term High Yield and Income ETF position as of Q4 2021 after selling out during the quarter.
  • Kestra Advisory Services sold 15,854 iShares iBonds 2021 Term High Yield and Income ETF shares in Q4 2021, an estimated $383K.
  • Kestra Advisory Services first reported a position in iShares iBonds 2021 Term High Yield and Income ETF in Q4 2020 and held it in 4 quarters.
  • Kestra Advisory Services's iShares iBonds 2021 Term High Yield and Income ETF position peaked at $542K in Q1 2021.
  • 0 funds tracked by Wall St. Rank held iShares iBonds 2021 Term High Yield and Income ETF as of Q4 2021.

Based on Kestra Advisory Services's 13F filing for Q4 2021, filed 20 Jan 2022.