KPWS
IBHD

Kestra Private Wealth Services’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Kestra Private Wealth Services’s Portfolio IBHD Stock Details IBHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-105,956
Closed -$2.47M – 1509
2024
Q3 		$2.47M Buy
105,956
+10,563
+11% +$245K 0.05% 370
2024
Q2 		$2.22M Buy
95,393
+21,502
+29% +$499K 0.04% 368
2024
Q1 		$1.72M Buy
73,891
+13,287
+22% +$309K 0.04% 409
2023
Q4 		$1.41M Buy
60,604
+34,566
+133% +$799K 0.04% 434
2023
Q3 		$604K Buy
+26,038
New +$602K 0.02% 608

Other funds holding IBHD

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Kestra Private Wealth Services's IBHD Position: Q4 2024 in Review

Kestra Private Wealth Services sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 105,956 shares — an estimated $2.47M sold.

Kestra Private Wealth Services first reported a position in IBHD in Q3 2023 and held it in 5 quarters. The position peaked at $2.47M in Q3 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Kestra Private Wealth Services reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Kestra Private Wealth Services sold 105,956 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $2.47M.
  • Kestra Private Wealth Services first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q3 2023 and held it in 5 quarters.
  • Kestra Private Wealth Services's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $2.47M in Q3 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on Kestra Private Wealth Services's 13F filing for Q4 2024, filed 28 Jan 2025.