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Kestra Advisory Services’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Kestra Advisory Services’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$50.8M Buy
966,218
+671,453
+228% +$35.5M 0.19% 103
2025
Q4 		$15.6M Sell
294,765
-163,352
-36% -$8.65M 0.06% 304
2025
Q3 		$24.3M Buy
458,117
+159,124
+53% +$8.4M 0.11% 182
2025
Q2 		$15.8M Buy
298,993
+157,561
+111% +$8.23M 0.08% 256
2025
Q1 		$7.41M Buy
141,432
+40,956
+41% +$2.13M 0.04% 435
2024
Q4 		$5.19M Sell
100,476
-116,940
-54% -$6.08M 0.03% 564
2024
Q3 		$11.4M Sell
217,416
-1,265
-0.6% -$65.8K 0.06% 328
2024
Q2 		$10.9M Buy
218,681
+147,292
+206% +$7.51M 0.06% 335
2024
Q1 		$3.66M Sell
71,389
-1,435
-2% -$73.4K 0.02% 628
2023
Q4 		$3.73M Sell
72,824
-12,460
-15% -$626K 0.03% 551
2023
Q3 		$4.25M Sell
85,284
-168,955
-66% -$8.45M 0.04% 439
2023
Q2 		$12.8M Buy
254,239
+170,858
+205% +$8.61M 0.13% 176
2023
Q1 		$4.21M Sell
83,381
-37,882
-31% -$1.9M 0.05% 403
2022
Q4 		$6.04M Sell
121,263
-214,419
-64% -$10.6M 0.05% 371
2022
Q3 		$16.5M Buy
335,682
+162,246
+94% +$8.19M 0.18% 135
2022
Q2 		$8.77M Sell
173,436
-6,041
-3% -$308K 0.09% 236
2022
Q1 		$9.28M Sell
179,477
-207,816
-54% -$11M 0.1% 232
2021
Q4 		$20.9M Buy
387,293
+125,801
+48% +$6.81M 0.21% 103
2021
Q3 		$14.3M Sell
261,492
-339,875
-57% -$18.6M 0.14% 163
2021
Q2 		$33M Buy
601,367
+32,491
+6% +$1.78M 0.37% 48
2021
Q1 		$31.1M Buy
568,876
+103,079
+22% +$5.66M 0.39% 43
2020
Q4 		$25.7M Buy
465,797
+41,587
+10% +$2.29M 0.3% 68
2020
Q3 		$23.3M Buy
+424,210
New +$23.3M 0.44% 38

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Kestra Advisory Services increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 228% in Q1 2026, buying an estimated $35.5M and bringing the position to 966,218 shares worth $50.8M. The position accounts for 0.19% of the portfolio, ranked #103.

Kestra Advisory Services first reported a position in IGSB in Q3 2020 and has held it in 23 quarters since. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Kestra Advisory Services held 966,218 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $50.8M as of Q1 2026.
  • Kestra Advisory Services bought 671,453 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $35.5M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.19% of Kestra Advisory Services's portfolio in Q1 2026, its #103 holding.
  • Kestra Advisory Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 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.