Kestra Private Wealth Services’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Kestra Private Wealth Services’s Portfolio IBHF Stock Details IBHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.64M	Sell	204,781 -80,097	-28%	-$1.82M	0.05%	356
2026 Q1	$6.54M	Buy	284,878 +13,639	+5%	+$314K	0.08%	263
2025 Q4	$6.26M	Buy	271,239 +42,560	+19%	+$988K	0.08%	266
2025 Q3	$5.35M	Buy	228,679 +84,380	+58%	+$1.96M	0.07%	288
2025 Q2	$3.35M	Buy	144,299 +14,265	+11%	+$329K	0.05%	370
2025 Q1	$3.02M	Buy	130,034 +39,667	+44%	+$923K	0.05%	360
2024 Q4	$2.09M	Buy	90,367 +36,611	+68%	+$851K	0.04%	426
2024 Q3	$1.26M	Buy	53,756 +10,615	+25%	+$245K	0.02%	541
2024 Q2	$988K	Buy	43,141 +10,117	+31%	+$231K	0.02%	576
2024 Q1	$762K	Buy	33,024 +22,616	+217%	+$519K	0.02%	639
2023 Q4	$239K	Buy	+10,408	New	+$235K	0.01%	1045

Other funds holding IBHF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

Kestra Private Wealth Services's IBHF Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 28% in Q2 2026, selling an estimated $1.82M and leaving 204,781 shares worth $4.64M. The position accounts for 0.05% of the portfolio, ranked #356.

Kestra Private Wealth Services first reported a position in IBHF in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.54M in Q1 2026. 174 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Kestra Private Wealth Services held 204,781 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $4.64M as of Q2 2026.
Kestra Private Wealth Services sold 80,097 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $1.82M.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.05% of Kestra Private Wealth Services's portfolio in Q2 2026, its #356 holding.
Kestra Private Wealth Services first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2023 and has held it in 11 quarters since.
Kestra Private Wealth Services's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $6.54M in Q1 2026.
174 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.