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

Kestra Private Wealth Services’s Portfolio IBHG Stock Details IBHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.01M Buy
135,973
+15,165
+13% +$337K 0.04% 439
2025
Q4 		$2.7M Buy
120,808
+19,158
+19% +$428K 0.03% 452
2025
Q3 		$2.29M Buy
101,650
+14,599
+17% +$328K 0.03% 487
2025
Q2 		$1.96M Buy
87,051
+7,224
+9% +$161K 0.03% 506
2025
Q1 		$1.78M Buy
79,827
+35,924
+82% +$805K 0.03% 484
2024
Q4 		$976K Buy
43,903
+10,698
+32% +$240K 0.02% 655
2024
Q3 		$750K Buy
33,205
+9,184
+38% +$205K 0.01% 717
2024
Q2 		$529K Buy
+24,021
New +$528K 0.01% 806

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TF
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FDCDDQ
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CFS
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UBS Group
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Raymond James Financial
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