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 Q2	$4.33M	Buy	196,004 +60,031	+44%	+$1.33M	0.05%	378
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

Other funds holding IBHG

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LIA

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

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Kestra Private Wealth Services increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 44% in Q2 2026, buying an estimated $1.33M and bringing the position to 196,004 shares worth $4.33M. The position accounts for 0.05% of the portfolio, ranked #378.

Kestra Private Wealth Services first reported a position in IBHG in Q2 2024 and has held it in 9 quarters since. 134 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

Kestra Private Wealth Services held 196,004 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $4.33M as of Q2 2026.
Kestra Private Wealth Services bought 60,031 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $1.33M.
iShares iBonds 2027 Term High Yield and Income ETF made up 0.05% of Kestra Private Wealth Services's portfolio in Q2 2026, its #378 holding.
Kestra Private Wealth Services first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q2 2024 and has held it in 9 quarters since.
134 funds tracked by Wall St. Rank held iShares iBonds 2027 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.