KAS
IBHD

Kestra Advisory Services’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Kestra Advisory Services’s Portfolio IBHD Stock Details IBHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-50,710
Closed -$1.18M – 2856
2024
Q3 		$1.18M Buy
50,710
+952
+2% +$22.1K 0.01% 1231
2024
Q2 		$1.16M Buy
49,758
+21,168
+74% +$491K 0.01% 1233
2024
Q1 		$667K Buy
28,590
+19,015
+199% +$442K ﹤0.01% 1482
2023
Q4 		$222K Buy
+9,575
New +$221K ﹤0.01% 2037

Other funds holding IBHD

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IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Kestra Advisory Services's IBHD Position: Q4 2024 in Review

Kestra Advisory Services sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 50,710 shares — an estimated $1.18M sold.

Kestra Advisory Services first reported a position in IBHD in Q4 2023 and held it in 4 quarters. The position peaked at $1.18M in Q3 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Kestra Advisory Services reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Kestra Advisory Services sold 50,710 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $1.18M.
  • Kestra Advisory Services first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2023 and held it in 4 quarters.
  • Kestra Advisory Services's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $1.18M in Q3 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on Kestra Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.