Kestra Advisory Services’s WisdomTree U.S. Corporate Bond Fund QIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-667	Closed	-$30.1K	–	4486
2025 Q4	$30.1K	Buy	+667	New	+$30.2K	﹤0.01%	4290
2024 Q1	–	Sell	-15,932	Closed	-$715K	–	2540
2023 Q4	$715K	Buy	+15,932	New	+$681K	0.01%	1304

Other funds holding QIG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Kestra Advisory Services sold out of WisdomTree U.S. Corporate Bond Fund (QIG) in Q1 2026, closing a stake of 667 shares — an estimated $30.1K sold.

Kestra Advisory Services first reported a position in QIG in Q4 2023 and held it in 2 quarters. The position peaked at $715K in Q4 2023. 11 funds tracked by Wall St. Rank hold QIG as of Q1 2026.

Kestra Advisory Services reported no remaining WisdomTree U.S. Corporate Bond Fund position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 667 WisdomTree U.S. Corporate Bond Fund shares in Q1 2026, an estimated $30.1K.
Kestra Advisory Services first reported a position in WisdomTree U.S. Corporate Bond Fund in Q4 2023 and held it in 2 quarters.
Kestra Advisory Services's WisdomTree U.S. Corporate Bond Fund position peaked at $715K in Q4 2023.
11 funds tracked by Wall St. Rank held WisdomTree U.S. Corporate Bond Fund as of Q1 2026.

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