Kestra Advisory Services’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$41.8M	Buy	831,087 +81,046	+11%	+$4.22M	0.12%	172
2026 Q2	$39.9M	Buy	750,041 +622,278	+487%	+$33.1M	0.13%	157
2026 Q1	$6.8M	Buy	127,763 +19,662	+18%	+$1.06M	0.03%	639
2025 Q4	$5.82M	Buy	108,101 +8,319	+8%	+$450K	0.02%	639
2025 Q3	$5.4M	Sell	99,782 -5,386	-5%	-$288K	0.02%	644
2025 Q2	$5.6M	Sell	105,168 -4,214	-4%	-$220K	0.03%	581
2025 Q1	$5.74M	Buy	109,382 +102	+0.1%	+$5.3K	0.03%	524
2024 Q4	$5.63M	Sell	109,280 -493,709	-82%	-$25.9M	0.03%	529
2024 Q3	$32.4M	Sell	602,989 -17,538	-3%	-$925K	0.18%	121
2024 Q2	$31.5M	Buy	620,527 +470,230	+313%	+$23.9M	0.18%	117
2024 Q1	$7.76M	Buy	150,297 +10,896	+8%	+$560K	0.05%	380
2023 Q4	$7.25M	Sell	139,401 -3,769	-3%	-$186K	0.06%	343
2023 Q3	$6.97M	Buy	143,170 +32,649	+30%	+$1.63M	0.07%	303
2023 Q2	$5.59M	Sell	110,521 -28,462	-20%	-$1.45M	0.06%	336
2023 Q1	$7.13M	Sell	138,983 -142,317	-51%	-$7.21M	0.08%	268
2022 Q4	$13.9M	Buy	281,300 +152,107	+118%	+$7.46M	0.12%	200
2022 Q3	$6.24M	Buy	129,193 +54,361	+73%	+$2.78M	0.07%	314
2022 Q2	$3.82M	Buy	74,832 +6,858	+10%	+$358K	0.04%	437
2022 Q1	$3.73M	Sell	67,974 -23,115	-25%	-$1.31M	0.04%	457
2021 Q4	$5.4M	Sell	91,089 -215,981	-70%	-$12.9M	0.05%	349
2021 Q3	$18.4M	Buy	307,070 +197,864	+181%	+$12M	0.18%	127
2021 Q2	$6.61M	Buy	109,206 +5,331	+5%	+$319K	0.08%	295
2021 Q1	$6.15M	Sell	103,875 -72,010	-41%	-$4.36M	0.08%	285
2020 Q4	$10.9M	Buy	175,885 +102,872	+141%	+$6.29M	0.13%	191
2020 Q3	$4.49M	Buy	+73,013	New	+$4.45M	0.08%	257

Other funds holding IGIB

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Kestra Advisory Services's IGIB Position: Q3 2026 in Review

Kestra Advisory Services increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 11% in Q3 2026, buying an estimated $4.22M and bringing the position to 831,087 shares worth $41.8M. The position accounts for 0.12% of the portfolio, ranked #172.

Kestra Advisory Services first reported a position in IGIB in Q3 2020 and has held it in 25 quarters since. 490 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

Kestra Advisory Services held 831,087 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $41.8M as of Q3 2026.
Kestra Advisory Services bought 81,046 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $4.22M.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.12% of Kestra Advisory Services's portfolio in Q3 2026, its #172 holding.
Kestra Advisory Services first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 25 quarters since.
490 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.