Kestra Private Wealth Services’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

Kestra Private Wealth Services’s Portfolio IBHJ Stock Details IBHJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-17,110	Closed	-$453K	–	1815
2026 Q2	$453K	Buy	17,110 +3,945	+30%	+$104K	0.01%	1295
2026 Q1	$345K	Buy	13,165 +1,209	+10%	+$32.1K	﹤0.01%	1391
2025 Q4	$318K	Buy	11,956 +2,191	+22%	+$58.2K	﹤0.01%	1393
2025 Q3	$262K	Buy	+9,765	New	+$259K	﹤0.01%	1433

Other funds holding IBHJ

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return

WrapManager Inc Mill Valley, California $329M AUM 14.33% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Kestra Private Wealth Services's IBHJ Position: Q3 2026 in Review

Kestra Private Wealth Services sold out of iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) in Q3 2026, closing a stake of 17,110 shares — an estimated $453K sold.

Kestra Private Wealth Services first reported a position in IBHJ in Q3 2025 and held it in 4 quarters. The position peaked at $453K in Q2 2026. 37 funds tracked by Wall St. Rank hold IBHJ as of Q3 2026.

Kestra Private Wealth Services reported no remaining iShares iBonds 2030 Term High Yield and Income ETF position as of Q3 2026 after selling out during the quarter.
Kestra Private Wealth Services sold 17,110 iShares iBonds 2030 Term High Yield and Income ETF shares in Q3 2026, an estimated $453K.
Kestra Private Wealth Services first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q3 2025 and held it in 4 quarters.
Kestra Private Wealth Services's iShares iBonds 2030 Term High Yield and Income ETF position peaked at $453K in Q2 2026.
37 funds tracked by Wall St. Rank held iShares iBonds 2030 Term High Yield and Income ETF as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.