KAS
USIG icon

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
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 $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Kestra Advisory Services reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 31% in Q1 2026, selling an estimated $1.23M and leaving 53,760 shares worth $2.75M. The position accounts for 0.01% of the portfolio, ranked #1113.

Kestra Advisory Services first reported a position in USIG in Q3 2020 and has held it in 23 quarters since. The position peaked at $5.97M in Q4 2022. 455 funds tracked by Wall St. Rank hold USIG as of Q1 2026.

  • Kestra Advisory Services held 53,760 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $2.75M as of Q1 2026.
  • Kestra Advisory Services sold 23,699 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.23M.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1113 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 23 quarters since.
  • Kestra Advisory Services's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $5.97M in Q4 2022.
  • 455 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2026.

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