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David Kennon’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

David Kennon’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
Q3 		$3.34M Buy
65,285
+525
+0.8% +$27.3K 1.11% 21
2026
Q2 		$3.39M Buy
64,760
+697
+1% +$36.5K 1.12% 21
2026
Q1 		$3.37M Buy
+64,063
New +$3.39M 1.21% 19

Other funds holding IGSB

BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JC
JBGlobal.com New York $113M AUM 8.09% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

David Kennon's IGSB Position: Q3 2026 in Review

David Kennon increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.81% in Q3 2026, buying an estimated $27.3K and bringing the position to 65,285 shares worth $3.34M. The position accounts for 1.11% of the portfolio, ranked #21.

David Kennon first reported a position in IGSB in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.39M in Q2 2026. 123 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • David Kennon held 65,285 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $3.34M as of Q3 2026.
  • David Kennon bought 525 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $27.3K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.11% of David Kennon's portfolio in Q3 2026, its #21 holding.
  • David Kennon first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • David Kennon's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.39M in Q2 2026.
  • 123 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on David Kennon's 13F filing for Q3 2026, filed 13 Oct 2026.