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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
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 $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Kestra Private Wealth Services increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 7.8% in Q1 2026, buying an estimated $210K and bringing the position to 54,875 shares worth $2.88M. 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 23 quarters since. The position peaked at $3.02M in Q1 2021. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Kestra Private Wealth Services held 54,875 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.88M as of Q1 2026.
  • Kestra Private Wealth Services bought 3,978 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $210K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.04% of Kestra Private Wealth Services's portfolio in Q1 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 23 quarters since.
  • Kestra Private Wealth Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.02M in Q1 2021.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 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.