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 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 $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return

Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return