Kestra Advisory Services’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Kestra Advisory Services’s Portfolio IGEB Stock Details IGEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$667K	Sell	14,790 -5,687	-28%	-$256K	﹤0.01%	2105
2026 Q1	$923K	Buy	20,477 +2,818	+16%	+$128K	﹤0.01%	1790
2025 Q4	$806K	Buy	17,659 +1,757	+11%	+$80.7K	﹤0.01%	1813
2025 Q3	$732K	Buy	15,902 +1,154	+8%	+$52.6K	﹤0.01%	1801
2025 Q2	$670K	Buy	14,748 +930	+7%	+$41.4K	﹤0.01%	1766
2025 Q1	$622K	Buy	13,818 +508	+4%	+$22.7K	﹤0.01%	1675
2024 Q4	$590K	Sell	13,310 -8,571	-39%	-$388K	﹤0.01%	1765
2024 Q3	$1.02M	Sell	21,881 -1,735	-7%	-$79.1K	0.01%	1319
2024 Q2	$1.05M	Buy	23,616 +14,940	+172%	+$659K	0.01%	1293
2024 Q1	$389K	Buy	8,676 +3,625	+72%	+$162K	﹤0.01%	1828
2023 Q4	$229K	Buy	+5,051	New	+$217K	﹤0.01%	2020
2021 Q2	–	Sell	-6,326	Closed	-$334K	–	2019
2021 Q1	$334K	Buy	+6,326	New	+$340K	﹤0.01%	1401

Other funds holding IGEB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kestra Advisory Services's IGEB Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 28% in Q2 2026, selling an estimated $256K and leaving 14,790 shares worth $667K. The position accounts for ﹤0.01% of the portfolio, ranked #2105.

Kestra Advisory Services first reported a position in IGEB in Q1 2021 and has held it in 12 quarters since. The position peaked at $1.05M in Q2 2024. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Kestra Advisory Services held 14,790 shares of iShares Investment Grade Systematic Bond ETF worth $667K as of Q2 2026.
Kestra Advisory Services sold 5,687 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $256K.
iShares Investment Grade Systematic Bond ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2105 holding.
Kestra Advisory Services first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2021 and has held it in 12 quarters since.
Kestra Advisory Services's iShares Investment Grade Systematic Bond ETF position peaked at $1.05M in Q2 2024.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.