Kestra Advisory Services’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History
Bought
Maintained
Sold
Other funds holding IBHG
Kestra Advisory Services's IBHG Position: Q3 2026 in Review
Kestra Advisory Services reduced its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 2.4% in Q3 2026, selling an estimated $9.06K and leaving 16,665 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #2785.
Kestra Advisory Services first reported a position in IBHG in Q4 2025 and has held it in 4 quarters since. The position peaked at $377K in Q2 2026. 57 funds tracked by Wall St. Rank hold IBHG as of Q3 2026.
- Kestra Advisory Services held 16,665 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $363K as of Q3 2026.
- Kestra Advisory Services sold 413 iShares iBonds 2027 Term High Yield and Income ETF shares in Q3 2026, an estimated $9.06K.
- iShares iBonds 2027 Term High Yield and Income ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2785 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 4 quarters since.
- Kestra Advisory Services's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $377K in Q2 2026.
- 57 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q3 2026.
Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.