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Kestra Advisory Services’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Kestra Advisory Services’s Portfolio USIG Stock Details USIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.02M Sell
39,415
-14,345
-27% -$735K 0.01% 1347
2026
Q1 		$2.75M Sell
53,760
-23,699
-31% -$1.23M 0.01% 1113
2025
Q4 		$4.01M Buy
77,459
+7,908
+11% +$412K 0.02% 865
2025
Q3 		$3.63M Sell
69,551
-16,970
-20% -$876K 0.02% 845
2025
Q2 		$4.45M Sell
86,521
-22,735
-21% -$1.15M 0.02% 696
2025
Q1 		$5.58M Sell
109,256
-3,236
-3% -$164K 0.03% 538
2024
Q4 		$5.66M Buy
112,492
+20,464
+22% +$1.05M 0.03% 527
2024
Q3 		$4.84M Sell
92,028
-30,538
-25% -$1.58M 0.03% 601
2024
Q2 		$5.82M Buy
122,566
+25,060
+26% +$1.25M 0.03% 538
2024
Q1 		$4.95M Buy
97,506
+10,175
+12% +$515K 0.03% 526
2023
Q4 		$4.48M Buy
87,331
+12,568
+17% +$613K 0.04% 493
2023
Q3 		$3.59M Buy
74,763
+15,102
+25% +$743K 0.04% 488
2023
Q2 		$2.99M Buy
59,661
+1,628
+3% +$81.7K 0.03% 546
2023
Q1 		$2.94M Sell
58,033
-63,521
-52% -$3.19M 0.03% 513
2022
Q4 		$5.97M Buy
121,554
+40,733
+50% +$1.98M 0.05% 375
2022
Q3 		$3.88M Buy
80,821
+3,404
+4% +$173K 0.04% 444
2022
Q2 		$3.95M Buy
77,417
+15,868
+26% +$826K 0.04% 427
2022
Q1 		$3.39M Buy
61,549
+43,990
+251% +$2.5M 0.04% 492
2021
Q4 		$1.05M Buy
17,559
+582
+3% +$34.9K 0.01% 958
2021
Q3 		$1.02M Buy
16,977
+2,554
+18% +$156K 0.01% 1007
2021
Q2 		$874K Buy
14,423
+839
+6% +$50.1K 0.01% 1007
2021
Q1 		$802K Sell
13,584
-1,989
-13% -$120K 0.01% 975
2020
Q4 		$965K Buy
15,573
+4,360
+39% +$267K 0.01% 885
2020
Q3 		$682K Buy
+11,213
New +$687K 0.01% 752

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Kestra Advisory Services reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 27% in Q2 2026, selling an estimated $735K and leaving 39,415 shares worth $2.02M. The position accounts for 0.01% of the portfolio, ranked #1347.

Kestra Advisory Services first reported a position in USIG in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.97M in Q4 2022. 467 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Kestra Advisory Services held 39,415 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $2.02M as of Q2 2026.
  • Kestra Advisory Services sold 14,345 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $735K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1347 holding.
  • Kestra Advisory Services first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $5.97M in Q4 2022.
  • 467 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

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