Kestra Advisory Services’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$377K Buy
17,078
+2,041
+14% +$45.1K ﹤0.01% 2564
2026
Q1
$333K Buy
15,037
+10,861
+260% +$241K ﹤0.01% 2532
2025
Q4
$93.2K Buy
+4,176
New +$93.4K ﹤0.01% 3482

Other funds holding IBHG

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

Kestra Advisory Services increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 14% in Q2 2026, buying an estimated $45.1K and bringing the position to 17,078 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #2564.

Kestra Advisory Services first reported a position in IBHG in Q4 2025 and has held it in 3 quarters since. 134 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

  • Kestra Advisory Services held 17,078 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $377K as of Q2 2026.
  • Kestra Advisory Services bought 2,041 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $45.1K.
  • iShares iBonds 2027 Term High Yield and Income ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2564 holding.
  • Kestra Advisory Services first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 134 funds tracked by Wall St. Rank held iShares iBonds 2027 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.