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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
Q2 		$35.1M Sell
670,567
-295,651
-31% -$15.5M 0.11% 179
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 $860B AUM 41.15% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Kestra Advisory Services reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 31% in Q2 2026, selling an estimated $15.5M and leaving 670,567 shares worth $35.1M. The position accounts for 0.11% of the portfolio, ranked #179.

Kestra Advisory Services first reported a position in IGSB in Q3 2020 and has held it in 24 quarters since. The position peaked at $50.8M in Q1 2026. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Kestra Advisory Services held 670,567 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $35.1M as of Q2 2026.
  • Kestra Advisory Services sold 295,651 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $15.5M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.11% of Kestra Advisory Services's portfolio in Q2 2026, its #179 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 24 quarters since.
  • Kestra Advisory Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $50.8M in Q1 2026.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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