KAS
IBHL

Kestra Advisory Services’s iShares iBonds 2032 Term High Yield and Income ETF IBHL Stock Holding History

Kestra Advisory Services’s Portfolio IBHL Stock Details IBHL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,153
Closed -$55.4K – 4573
2025
Q4 		$55.4K Buy
+2,153
New +$55.2K ﹤0.01% 3867

Other funds holding IBHL

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $374M AUM 22.6% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $1.98B AUM 1.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $238M AUM 26.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

Kestra Advisory Services's IBHL Position: Q1 2026 in Review

Kestra Advisory Services sold out of iShares iBonds 2032 Term High Yield and Income ETF (IBHL) in Q1 2026, closing a stake of 2,153 shares — an estimated $55.4K sold.

Kestra Advisory Services first reported a position in IBHL in Q4 2025 and held it in 1 quarter. The position peaked at $55.4K in Q4 2025. 11 funds tracked by Wall St. Rank hold IBHL as of Q1 2026.

  • Kestra Advisory Services reported no remaining iShares iBonds 2032 Term High Yield and Income ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,153 iShares iBonds 2032 Term High Yield and Income ETF shares in Q1 2026, an estimated $55.4K.
  • Kestra Advisory Services first reported a position in iShares iBonds 2032 Term High Yield and Income ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's iShares iBonds 2032 Term High Yield and Income ETF position peaked at $55.4K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held iShares iBonds 2032 Term High Yield and Income ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.