KAS
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Kestra Advisory Services’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Kestra Advisory Services’s Portfolio IGLB Stock Details IGLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.17M Sell
23,562
-12,165
-34% -$615K ﹤0.01% 1622
2025
Q4 		$1.8M Sell
35,727
-25,485
-42% -$1.31M 0.01% 1281
2025
Q3 		$3.15M Buy
61,212
+2,942
+5% +$148K 0.01% 927
2025
Q2 		$2.93M Sell
58,270
-17,394
-23% -$851K 0.01% 885
2025
Q1 		$3.8M Buy
75,664
+13,058
+21% +$652K 0.02% 688
2024
Q4 		$3.09M Buy
+62,606
New +$3.21M 0.02% 788
2022
Q1 		– Sell
-3,924
Closed -$273K – 2068
2021
Q4 		$273K Sell
3,924
-22
-0.6% -$1.54K ﹤0.01% 1652
2021
Q3 		$273K Sell
3,946
-1,316
-25% -$93.5K ﹤0.01% 1749
2021
Q2 		$369K Buy
5,262
+969
+23% +$66K ﹤0.01% 1440
2021
Q1 		$286K Buy
+4,293
New +$296K ﹤0.01% 1492

Other funds holding IGLB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return