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
Q2 		$432K Buy
16,778
+4,017
+31% +$103K ﹤0.01% 1327
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 $1.85B AUM 20.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $320M AUM 21.35% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $231M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Kestra Private Wealth Services increased its iShares iBonds 2031 Term High Yield and Income ETF (IBHK) stake by 31% in Q2 2026, buying an estimated $103K and bringing the position to 16,778 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

Kestra Private Wealth Services first reported a position in IBHK in Q3 2025 and has held it in 4 quarters since. 32 funds tracked by Wall St. Rank hold IBHK as of Q2 2026.

  • Kestra Private Wealth Services held 16,778 shares of iShares iBonds 2031 Term High Yield and Income ETF worth $432K as of Q2 2026.
  • Kestra Private Wealth Services bought 4,017 iShares iBonds 2031 Term High Yield and Income ETF shares in Q2 2026, an estimated $103K.
  • iShares iBonds 2031 Term High Yield and Income ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1327 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 4 quarters since.
  • 32 funds tracked by Wall St. Rank held iShares iBonds 2031 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.