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 Q2	$695K	Buy	29,718 +3,163	+12%	+$74K	0.01%	1082
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 $1.85B AUM 20.23% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

Scissortail Wealth Management Tulsa, Oklahoma $520M AUM 21.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Kestra Private Wealth Services increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 12% in Q2 2026, buying an estimated $74K and bringing the position to 29,718 shares worth $695K. The position accounts for 0.01% of the portfolio, ranked #1082.

Kestra Private Wealth Services first reported a position in IBHI in Q3 2024 and has held it in 8 quarters since. 95 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

Kestra Private Wealth Services held 29,718 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $695K as of Q2 2026.
Kestra Private Wealth Services bought 3,163 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $74K.
iShares iBonds 2029 Term High Yield and Income ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1082 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 8 quarters since.
95 funds tracked by Wall St. Rank held iShares iBonds 2029 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.