Kestra Private Wealth Services’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.35M | Buy |
144,299
+14,265
| +11% | +$331K | 0.05% | 370 |
|
|
2025
Q1 | $3.02M | Buy |
130,034
+39,667
| +44% | +$921K | 0.05% | 360 |
|
|
2024
Q4 | $2.09M | Buy |
90,367
+36,611
| +68% | +$848K | 0.04% | 426 |
|
|
2024
Q3 | $1.26M | Buy |
53,756
+10,615
| +25% | +$248K | 0.02% | 541 |
|
|
2024
Q2 | $988K | Buy |
43,141
+10,117
| +31% | +$232K | 0.02% | 575 |
|
|
2024
Q1 | $762K | Buy |
33,024
+22,616
| +217% | +$522K | 0.02% | 639 |
|
|
2023
Q4 | $239K | Buy |
+10,408
| New | +$239K | 0.01% | 1045 |
|