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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$80.6M	Buy	1,572,373 +817,152	+108%	+$41.9M	1.24%	25
2025 Q1	$38.6M	Buy	755,221 +249,265	+49%	+$12.7M	1.21%	25
2024 Q4	$25.4M	Buy	505,956 +66,178	+15%	+$3.33M	1%	26
2024 Q3	$23.1M	Buy	439,778 +261,568	+147%	+$13.8M	0.99%	26
2024 Q2	$8.95M	Buy	+178,210	New	+$8.95M	0.61%	43