KPWS
IBHK

Kestra Private Wealth Services’s iShares iBonds 2031 Term High Yield and Income ETF IBHK Stock Holding History

Kestra Private Wealth Services’s Portfolio IBHK Stock Details IBHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$325K Buy
12,761
+755
+6% +$19.5K ﹤0.01% 1417
2025
Q4 		$310K Buy
12,006
+2,242
+23% +$58K ﹤0.01% 1405
2025
Q3 		$255K Buy
+9,764
New +$253K ﹤0.01% 1446

Other funds holding IBHK

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $374M AUM 22.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $236M AUM 10.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $1.98B AUM 1.62% 1-Year Est. Return

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

Kestra Private Wealth Services increased its iShares iBonds 2031 Term High Yield and Income ETF (IBHK) stake by 6.3% in Q1 2026, buying an estimated $19.5K and bringing the position to 12,761 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Kestra Private Wealth Services first reported a position in IBHK in Q3 2025 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold IBHK as of Q1 2026.

  • Kestra Private Wealth Services held 12,761 shares of iShares iBonds 2031 Term High Yield and Income ETF worth $325K as of Q1 2026.
  • Kestra Private Wealth Services bought 755 iShares iBonds 2031 Term High Yield and Income ETF shares in Q1 2026, an estimated $19.5K.
  • iShares iBonds 2031 Term High Yield and Income ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1417 holding.
  • Kestra Private Wealth Services first reported a position in iShares iBonds 2031 Term High Yield and Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 33 funds tracked by Wall St. Rank held iShares iBonds 2031 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.