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

Kestra Investment Management’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 		$225K Sell
4,292
-588
-12% -$30.8K ﹤0.01% 485
2026
Q1 		$257K Sell
4,880
-350,645
-99% -$18.5M ﹤0.01% 396
2025
Q4 		$18.8M Sell
355,525
-901,633
-72% -$47.7M 0.46% 44
2025
Q3 		$66.7M Buy
1,257,158
+105,942
+9% +$5.59M 1.79% 14
2025
Q2 		$60.7M Buy
1,151,216
+116,370
+11% +$6.08M 1.84% 13
2025
Q1 		$54.2M Buy
+1,034,846
New +$53.8M 1.7% 18

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
EP Wealth Advisors
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
Allstate Corporation
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
Barings
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Kestra Investment Management's IGSB Position: Q2 2026 in Review

Kestra Investment Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 12% in Q2 2026, selling an estimated $30.8K and leaving 4,292 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Kestra Investment Management first reported a position in IGSB in Q1 2025 and has held it in 6 quarters since. The position peaked at $66.7M in Q3 2025. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Kestra Investment Management held 4,292 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $225K as of Q2 2026.
  • Kestra Investment Management sold 588 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $30.8K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Kestra Investment Management's portfolio in Q2 2026, its #485 holding.
  • Kestra Investment Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Kestra Investment Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $66.7M in Q3 2025.
  • 1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.