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Kroeger Financial Partners’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Kroeger Financial Partners’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 		$10.1M Buy
+193,295
New +$10.1M 9.79% 2

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM
BBES
Buffalo Business & Estate Services Orchard Park, New York $793M AUM
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
RWML
RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Kroeger Financial Partners's IGSB Position: Q2 2026 in Review

Kroeger Financial Partners opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026: 193,295 shares worth $10.1M. The stake represents 9.79% of the portfolio and ranks #2 among its holdings.

402 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Kroeger Financial Partners held 193,295 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $10.1M as of Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Kroeger Financial Partners position in Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 9.79% of Kroeger Financial Partners's portfolio in Q2 2026, its #2 holding.
  • 402 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Kroeger Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.