Kestra Private Wealth Services, LLC Ishares Tr Ibonds 2028 Term Hi Transaction History
Kestra Private Wealth Services, LLC
- $6.57 Billion
- Q2 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Tr Ibonds 2028 Term Hi stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 36,195 shares of IBHH stock, worth $858,183. This represents 0.01% of its overall portfolio holdings.
Number of Shares
36,195
Previous 20,303
78.27%
Holding current value
$858,183
Previous $474,000
81.01%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding IBHH
# of Institutions
72Shares Held
7.54MCall Options Held
0Put Options Held
0-
Lbmc Investment Advisors, LLC1.52MShares$35.9 Million2.37% of portfolio
-
Baltimore Washington Financial Advisors, Inc.1.06MShares$25.2 Million1.24% of portfolio
-
New Edge Advisors, LLC New Orleans, LA521KShares$12.4 Million0.07% of portfolio
-
Keeler T Homas Management LLC406KShares$9.63 Million4.35% of portfolio
-
Apollon Wealth Management, LLC Mount Pleasant, SC332KShares$7.87 Million0.15% of portfolio