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Kestra Private Wealth Services’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Kestra Private Wealth Services’s Portfolio IGIB Stock Details IGIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$860K Buy
16,165
+1,086
+7% +$57.7K 0.01% 985
2026
Q1 		$802K Buy
15,079
+706
+5% +$38K 0.01% 962
2025
Q4 		$774K Buy
14,373
+785
+6% +$42.4K 0.01% 924
2025
Q3 		$735K Buy
13,588
+3,221
+31% +$172K 0.01% 913
2025
Q2 		$552K Sell
10,367
-18,157
-64% -$948K 0.01% 987
2025
Q1 		$1.5M Sell
28,524
-12,888
-31% -$669K 0.03% 539
2024
Q4 		$2.13M Sell
41,412
-1,295
-3% -$67.8K 0.04% 422
2024
Q3 		$2.29M Sell
42,707
-9,198
-18% -$485K 0.04% 395
2024
Q2 		$2.66M Sell
51,905
-6,211
-11% -$316K 0.05% 328
2024
Q1 		$3M Buy
58,116
+4,532
+8% +$233K 0.07% 287
2023
Q4 		$2.79M Buy
53,584
+45,190
+538% +$2.23M 0.07% 283
2023
Q3 		$408K Buy
8,394
+4,029
+92% +$201K 0.01% 744
2023
Q2 		$221K Buy
4,365
+63
+1% +$3.2K 0.01% 935
2023
Q1 		$221K Buy
+4,302
New +$218K 0.01% 891

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kestra Private Wealth Services's IGIB Position: Q2 2026 in Review

Kestra Private Wealth Services increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 7.2% in Q2 2026, buying an estimated $57.7K and bringing the position to 16,165 shares worth $860K. The position accounts for 0.01% of the portfolio, ranked #985.

Kestra Private Wealth Services first reported a position in IGIB in Q1 2023 and has held it in 14 quarters since. The position peaked at $3M in Q1 2024. 712 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Kestra Private Wealth Services held 16,165 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $860K as of Q2 2026.
  • Kestra Private Wealth Services bought 1,086 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $57.7K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #985 holding.
  • Kestra Private Wealth Services first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Kestra Private Wealth Services's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3M in Q1 2024.
  • 712 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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