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Kestra Private Wealth Services’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Kestra Private Wealth Services’s Portfolio IBHH Stock Details IBHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.99M Buy
127,342
+56,892
+81% +$1.34M 0.03% 472
2026
Q1 		$1.65M Buy
70,450
+14,434
+26% +$341K 0.02% 620
2025
Q4 		$1.33M Buy
56,016
+6,726
+14% +$159K 0.02% 684
2025
Q3 		$1.18M Buy
49,290
+13,095
+36% +$311K 0.02% 712
2025
Q2 		$859K Buy
36,195
+15,892
+78% +$370K 0.01% 801
2025
Q1 		$474K Buy
20,303
+7,744
+62% +$182K 0.01% 977
2024
Q4 		$293K Buy
12,559
+1,757
+16% +$41.4K 0.01% 1142
2024
Q3 		$257K Buy
+10,802
New +$253K ﹤0.01% 1151

Other funds holding IBHH

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Kestra Private Wealth Services increased its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 81% in Q2 2026, buying an estimated $1.34M and bringing the position to 127,342 shares worth $2.99M. The position accounts for 0.03% of the portfolio, ranked #472.

Kestra Private Wealth Services first reported a position in IBHH in Q3 2024 and has held it in 8 quarters since. 104 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

  • Kestra Private Wealth Services held 127,342 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $2.99M as of Q2 2026.
  • Kestra Private Wealth Services bought 56,892 iShares iBonds 2028 Term High Yield and Income ETF shares in Q2 2026, an estimated $1.34M.
  • iShares iBonds 2028 Term High Yield and Income ETF made up 0.03% of Kestra Private Wealth Services's portfolio in Q2 2026, its #472 holding.
  • Kestra Private Wealth Services first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 104 funds tracked by Wall St. Rank held iShares iBonds 2028 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.