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Kestra Private Wealth Services’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Kestra Private Wealth Services’s Portfolio USIG Stock Details USIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.25M Sell
24,427
-6,055
-20% -$310K 0.01% 789
2026
Q1 		$1.56M Buy
30,482
+1,300
+4% +$67.3K 0.02% 635
2025
Q4 		$1.51M Buy
29,182
+459
+2% +$23.9K 0.02% 640
2025
Q3 		$1.5M Sell
28,723
-680
-2% -$35.1K 0.02% 625
2025
Q2 		$1.51M Sell
29,403
-2,763
-9% -$140K 0.02% 587
2025
Q1 		$1.64M Buy
32,166
+4,614
+17% +$234K 0.03% 517
2024
Q4 		$1.39M Buy
27,552
+5,501
+25% +$282K 0.02% 536
2024
Q3 		$1.16M Sell
22,051
-385
-2% -$19.9K 0.02% 567
2024
Q2 		$1.13M Buy
22,436
+316
+1% +$15.8K 0.02% 538
2024
Q1 		$1.12M Sell
22,120
-1,642
-7% -$83.1K 0.03% 525
2023
Q4 		$1.22M Buy
23,762
+295
+1% +$14.4K 0.03% 472
2023
Q3 		$1.13M Sell
23,467
-3,196
-12% -$157K 0.04% 426
2023
Q2 		$1.34M Buy
26,663
+6,446
+32% +$324K 0.05% 377
2023
Q1 		$1.02M Buy
20,217
+11,454
+131% +$575K 0.04% 402
2022
Q4 		$430K Buy
+8,763
New +$427K 0.02% 560
2022
Q3 		– Sell
-5,141
Closed -$262K – 965
2022
Q2 		$262K Sell
5,141
-9,816
-66% -$511K 0.02% 700
2022
Q1 		$823K Sell
14,957
-403
-3% -$22.9K 0.04% 425
2021
Q4 		$918K Sell
15,360
-1,291
-8% -$77.4K 0.04% 407
2021
Q3 		$1M Sell
16,651
-5,149
-24% -$314K 0.06% 347
2021
Q2 		$1.32M Sell
21,800
-7,345
-25% -$439K 0.08% 270
2021
Q1 		$1.72M Sell
29,145
-2,600
-8% -$157K 0.12% 192
2020
Q4 		$1.97M Sell
31,745
-447
-1% -$27.4K 0.14% 163
2020
Q3 		$1.96M Buy
+32,192
New +$1.97M 0.17% 136

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Kestra Private Wealth Services reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 20% in Q2 2026, selling an estimated $310K and leaving 24,427 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #789.

Kestra Private Wealth Services first reported a position in USIG in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.97M in Q4 2020. 469 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Kestra Private Wealth Services held 24,427 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.25M as of Q2 2026.
  • Kestra Private Wealth Services sold 6,055 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $310K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #789 holding.
  • Kestra Private Wealth Services first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.97M in Q4 2020.
  • 469 funds tracked by Wall St. Rank held iShares Broad USD 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.