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

Kestra Private Wealth Services’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 		$3.22M Buy
61,367
+6,492
+12% +$340K 0.04% 452
2026
Q1 		$2.88M Buy
54,875
+3,978
+8% +$210K 0.04% 452
2025
Q4 		$2.69M Sell
50,897
-2,339
-4% -$124K 0.03% 455
2025
Q3 		$2.82M Buy
53,236
+14,459
+37% +$763K 0.04% 431
2025
Q2 		$2.05M Buy
38,777
+6,462
+20% +$338K 0.03% 490
2025
Q1 		$1.69M Buy
32,315
+9,982
+45% +$519K 0.03% 503
2024
Q4 		$1.15M Buy
22,333
+7,394
+49% +$384K 0.02% 598
2024
Q3 		$787K Buy
14,939
+508
+4% +$26.4K 0.01% 689
2024
Q2 		$739K Buy
14,431
+2,891
+25% +$147K 0.01% 683
2024
Q1 		$592K Buy
11,540
+568
+5% +$29.1K 0.01% 732
2023
Q4 		$563K Buy
10,972
+5,534
+102% +$278K 0.01% 690
2023
Q3 		$271K Sell
5,438
-1,814
-25% -$90.8K 0.01% 909
2023
Q2 		$364K Buy
7,252
+3,107
+75% +$157K 0.01% 746
2023
Q1 		$209K Buy
4,145
+53
+1% +$2.66K 0.01% 911
2022
Q4 		$204K Sell
4,092
-1,688
-29% -$83.6K 0.01% 799
2022
Q3 		$285K Sell
5,780
-5,598
-49% -$283K 0.02% 672
2022
Q2 		$575K Sell
11,378
-303
-3% -$15.4K 0.03% 461
2022
Q1 		$604K Sell
11,681
-36,099
-76% -$1.9M 0.03% 513
2021
Q4 		$2.57M Buy
47,780
+2,553
+6% +$138K 0.12% 174
2021
Q3 		$2.47M Sell
45,227
-2,690
-6% -$147K 0.14% 168
2021
Q2 		$2.63M Sell
47,917
-7,215
-13% -$395K 0.16% 144
2021
Q1 		$3.02M Buy
55,132
+4,319
+8% +$237K 0.21% 116
2020
Q4 		$2.8M Buy
50,813
+4,421
+10% +$243K 0.21% 123
2020
Q3 		$2.55M Buy
+46,392
New +$2.55M 0.22% 105

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
EWA
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
AC
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
B
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 Private Wealth Services's IGSB Position: Q2 2026 in Review

Kestra Private Wealth Services increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 12% in Q2 2026, buying an estimated $340K and bringing the position to 61,367 shares worth $3.22M. The position accounts for 0.04% of the portfolio, ranked #452.

Kestra Private Wealth Services first reported a position in IGSB in Q3 2020 and has held it in 24 quarters since. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Kestra Private Wealth Services held 61,367 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $3.22M as of Q2 2026.
  • Kestra Private Wealth Services bought 6,492 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $340K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.04% of Kestra Private Wealth Services's portfolio in Q2 2026, its #452 holding.
  • Kestra Private Wealth Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • 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 Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.