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K2 Financial’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

K2 Financial’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
2025
Q2 		– Sell
-6,316
Closed -$329K – 61
2025
Q1 		$329K Buy
6,316
+611
+11% +$31.8K 0.32% 54
2024
Q4 		$294K Buy
+5,705
New +$297K 0.29% 55

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

K2 Financial's IGSB Position: Q2 2025 in Review

K2 Financial sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2025, closing a stake of 6,316 shares — an estimated $329K sold.

K2 Financial first reported a position in IGSB in Q4 2024 and held it in 2 quarters. The position peaked at $329K in Q1 2025. 944 funds tracked by Wall St. Rank hold IGSB as of Q2 2025.

  • K2 Financial reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • K2 Financial sold 6,316 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $329K.
  • K2 Financial first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and held it in 2 quarters.
  • K2 Financial's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $329K in Q1 2025.
  • 944 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on K2 Financial's 13F filing for Q2 2025, filed 17 Jul 2025.