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Kestra Private Wealth Services’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Kestra Private Wealth Services’s Portfolio IBHI Stock Details IBHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$618K Buy
26,555
+2,550
+11% +$60K 0.01% 1093
2025
Q4 		$567K Buy
24,005
+2,505
+12% +$59.2K 0.01% 1100
2025
Q3 		$513K Buy
21,500
+3,376
+19% +$79.8K 0.01% 1082
2025
Q2 		$429K Buy
18,124
+8,557
+89% +$198K 0.01% 1103
2025
Q1 		$222K Buy
9,567
+258
+3% +$6.08K ﹤0.01% 1342
2024
Q4 		$218K Buy
9,309
+7
+0.1% +$166 ﹤0.01% 1285
2024
Q3 		$223K Buy
+9,302
New +$219K ﹤0.01% 1222

Other funds holding IBHI

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kestra Private Wealth Services's IBHI Position: Q1 2026 in Review

Kestra Private Wealth Services increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 11% in Q1 2026, buying an estimated $60K and bringing the position to 26,555 shares worth $618K. The position accounts for 0.01% of the portfolio, ranked #1093.

Kestra Private Wealth Services first reported a position in IBHI in Q3 2024 and has held it in 7 quarters since. 91 funds tracked by Wall St. Rank hold IBHI as of Q1 2026.

  • Kestra Private Wealth Services held 26,555 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $618K as of Q1 2026.
  • Kestra Private Wealth Services bought 2,550 iShares iBonds 2029 Term High Yield and Income ETF shares in Q1 2026, an estimated $60K.
  • iShares iBonds 2029 Term High Yield and Income ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1093 holding.
  • Kestra Private Wealth Services first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q3 2024 and has held it in 7 quarters since.
  • 91 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.