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

Kestra Investment Management’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	–	Sell	-5,837	Closed	-$299K	–	558
2026 Q1	$299K	Sell	5,837 -1,008,862	-99%	-$52.2M	0.01%	363
2025 Q4	$52.5M	Buy	1,014,699 +75,866	+8%	+$3.95M	1.28%	22
2025 Q3	$49M	Sell	938,833 -633,540	-40%	-$32.7M	1.32%	24
2025 Q2	$80.6M	Buy	1,572,373 +817,152	+108%	+$41.3M	1.24%	25
2025 Q1	$38.6M	Buy	755,221 +249,265	+49%	+$12.6M	1.21%	25
2024 Q4	$25.4M	Buy	505,956 +66,178	+15%	+$3.39M	1%	26
2024 Q3	$23.1M	Buy	439,778 +261,568	+147%	+$13.5M	0.99%	26
2024 Q2	$8.95M	Buy	+178,210	New	+$8.91M	0.61%	43

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

Kestra Investment Management sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026, closing a stake of 5,837 shares — an estimated $299K sold.

Kestra Investment Management first reported a position in USIG in Q2 2024 and held it in 8 quarters. The position peaked at $80.6M in Q2 2025. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Kestra Investment Management reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Kestra Investment Management sold 5,837 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $299K.
Kestra Investment Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2024 and held it in 8 quarters.
Kestra Investment Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $80.6M in Q2 2025.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

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