KPWS
IBHE

Kestra Private Wealth Services’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Kestra Private Wealth Services’s Portfolio IBHE Stock Details IBHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-136,256
Closed -$3.16M – 1763
2025
Q3 		$3.16M Sell
136,256
-26,250
-16% -$609K 0.04% 411
2025
Q2 		$3.78M Buy
162,506
+1,649
+1% +$38.2K 0.05% 337
2025
Q1 		$3.74M Buy
160,857
+23,897
+17% +$555K 0.06% 305
2024
Q4 		$3.18M Buy
136,960
+25,562
+23% +$593K 0.05% 322
2024
Q3 		$2.6M Buy
111,398
+23,568
+27% +$547K 0.05% 356
2024
Q2 		$2.04M Buy
87,830
+24,259
+38% +$565K 0.04% 390
2024
Q1 		$1.49M Buy
63,571
+36,561
+135% +$850K 0.03% 454
2023
Q4 		$624K Buy
+27,010
New +$619K 0.02% 658

Other funds holding IBHE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Kestra Private Wealth Services's IBHE Position: Q4 2025 in Review

Kestra Private Wealth Services sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 136,256 shares — an estimated $3.16M sold.

Kestra Private Wealth Services first reported a position in IBHE in Q4 2023 and held it in 8 quarters. The position peaked at $3.78M in Q2 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Kestra Private Wealth Services reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 136,256 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $3.16M.
  • Kestra Private Wealth Services first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2023 and held it in 8 quarters.
  • Kestra Private Wealth Services's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $3.78M in Q2 2025.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Kestra Private Wealth Services's 13F filing for Q4 2025, filed 29 Jan 2026.