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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
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

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Kestra Advisory Services's IGIB Position: Q1 2026 in Review

Kestra Advisory Services increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 18% in Q1 2026, buying an estimated $1.06M and bringing the position to 127,763 shares worth $6.8M. The position accounts for 0.03% of the portfolio, ranked #639.

Kestra Advisory Services first reported a position in IGIB in Q3 2020 and has held it in 23 quarters since. The position peaked at $32.4M in Q3 2024. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Kestra Advisory Services held 127,763 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $6.8M as of Q1 2026.
  • Kestra Advisory Services bought 19,662 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.06M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.03% of Kestra Advisory Services's portfolio in Q1 2026, its #639 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 23 quarters since.
  • Kestra Advisory Services's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $32.4M in Q3 2024.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.