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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
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

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $374M AUM 22.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

Kestra Private Wealth Services increased its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) stake by 10% in Q1 2026, buying an estimated $32.1K and bringing the position to 13,165 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

Kestra Private Wealth Services first reported a position in IBHJ in Q3 2025 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold IBHJ as of Q1 2026.

  • Kestra Private Wealth Services held 13,165 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $345K as of Q1 2026.
  • Kestra Private Wealth Services bought 1,209 iShares iBonds 2030 Term High Yield and Income ETF shares in Q1 2026, an estimated $32.1K.
  • iShares iBonds 2030 Term High Yield and Income ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1391 holding.
  • Kestra Private Wealth Services first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares iBonds 2030 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.