Kestra Advisory Services’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.07M	Buy	47,327 +12,872	+37%	+$293K	﹤0.01%	1776
2026 Q1	$791K	Buy	34,455 +8,086	+31%	+$186K	﹤0.01%	1893
2025 Q4	$609K	Buy	26,369 +10,565	+67%	+$245K	﹤0.01%	2003
2025 Q3	$370K	Buy	15,804 +2,581	+20%	+$60K	﹤0.01%	2285
2025 Q2	$307K	Buy	13,223 +1,422	+12%	+$32.8K	﹤0.01%	2330
2025 Q1	$274K	Buy	11,801 +688	+6%	+$16K	﹤0.01%	2234
2024 Q4	$257K	Buy	+11,113	New	+$258K	﹤0.01%	2343

Other funds holding IBHF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

Kestra Advisory Services's IBHF Position: Q2 2026 in Review

Kestra Advisory Services increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 37% in Q2 2026, buying an estimated $293K and bringing the position to 47,327 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1776.

Kestra Advisory Services first reported a position in IBHF in Q4 2024 and has held it in 7 quarters since. 174 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Kestra Advisory Services held 47,327 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $1.07M as of Q2 2026.
Kestra Advisory Services bought 12,872 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $293K.
iShares iBonds 2026 Term High Yield and Income ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1776 holding.
Kestra Advisory Services first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2024 and has held it in 7 quarters since.
174 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.