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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
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 $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Kestra Private Wealth Services's IGIB Position: Q1 2026 in Review

Kestra Private Wealth Services increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 4.9% in Q1 2026, buying an estimated $38K and bringing the position to 15,079 shares worth $802K. The position accounts for 0.01% of the portfolio, ranked #962.

Kestra Private Wealth Services first reported a position in IGIB in Q1 2023 and has held it in 13 quarters since. The position peaked at $3M in Q1 2024. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Kestra Private Wealth Services held 15,079 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $802K as of Q1 2026.
  • Kestra Private Wealth Services bought 706 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $38K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #962 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 13 quarters since.
  • Kestra Private Wealth Services's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3M in Q1 2024.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.