Kestra Advisory Services’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Kestra Advisory Services’s Portfolio IBHE Stock Details IBHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-69,678	Closed	-$1.62M	–	4557
2025 Q3	$1.62M	Buy	69,678 +6,418	+10%	+$149K	0.01%	1278
2025 Q2	$1.47M	Buy	63,260 +24,211	+62%	+$561K	0.01%	1261
2025 Q1	$907K	Buy	39,049 +20,630	+112%	+$479K	﹤0.01%	1443
2024 Q4	$427K	Buy	18,419 +4,769	+35%	+$111K	﹤0.01%	1978
2024 Q3	$318K	Hold	13,650	–	–	﹤0.01%	2051
2024 Q2	$318K	Hold	13,650	–	–	﹤0.01%	2080
2024 Q1	$319K	Buy	+13,650	New	+$317K	﹤0.01%	1958

Other funds holding IBHE

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

Kestra Advisory Services's IBHE Position: Q4 2025 in Review

Kestra Advisory Services sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 69,678 shares — an estimated $1.62M sold.

Kestra Advisory Services first reported a position in IBHE in Q1 2024 and held it in 7 quarters. The position peaked at $1.62M in Q3 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

Kestra Advisory Services reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
Kestra Advisory Services sold 69,678 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $1.62M.
Kestra Advisory Services first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q1 2024 and held it in 7 quarters.
Kestra Advisory Services's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $1.62M in Q3 2025.
1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Kestra Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.