Kestra Private Wealth Services’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.96M	Buy	87,051 +7,224	+9%	+$163K	0.03%	506
2025 Q1	$1.78M	Buy	79,827 +35,924	+82%	+$802K	0.03%	484
2024 Q4	$976K	Buy	43,903 +10,698	+32%	+$238K	0.02%	655
2024 Q3	$750K	Buy	33,205 +9,184	+38%	+$208K	0.01%	717
2024 Q2	$529K	Buy	+24,021	New	+$529K	0.01%	804