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

Keel Point’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 		$925K Sell
17,600
-1,149
-6% -$60.7K 0.06% 178
2025
Q4 		$991K Sell
18,749
-3,069
-14% -$162K 0.06% 184
2025
Q3 		$1.16M Buy
21,818
+51
+0.2% +$2.69K 0.07% 162
2025
Q2 		$1.15M Buy
21,767
+1,824
+9% +$95.3K 0.08% 160
2025
Q1 		$1.04M Buy
19,943
+426
+2% +$22.1K 0.08% 145
2024
Q4 		$1.01M Buy
19,517
+709
+4% +$36.9K 0.08% 145
2024
Q3 		$990K Sell
18,808
-4
-0% -$208 0.08% 150
2024
Q2 		$980K Buy
18,812
+4,470
+31% +$228K 0.09% 146
2024
Q1 		$735K Sell
14,342
-27,308
-66% -$1.4M 0.08% 155
2023
Q4 		$2.14M Buy
41,650
+3,896
+10% +$196K 0.26% 76
2023
Q3 		$1.88M Buy
37,754
+1,244
+3% +$62.2K 0.26% 72
2023
Q2 		$1.83M Buy
36,510
+10,155
+39% +$512K 0.24% 75
2023
Q1 		$1.33M Buy
26,355
+5,975
+29% +$300K 0.19% 88
2022
Q4 		$1.02M Sell
20,380
-11,211
-35% -$555K 0.16% 104
2022
Q3 		$1.56M Sell
31,591
-78
-0.2% -$3.94K 0.27% 68
2022
Q2 		$1.61M Buy
31,669
+13,169
+71% +$670K 0.25% 72
2022
Q1 		$957K Buy
18,500
+849
+5% +$44.8K 0.14% 102
2021
Q4 		$951K Sell
17,651
-1,247
-7% -$67.5K 0.11% 105
2021
Q3 		$1.03M Sell
18,898
-5,136
-21% -$281K 0.13% 110
2021
Q2 		$1.32M Sell
24,034
-6,412
-21% -$351K 0.15% 105
2021
Q1 		$1.67M Sell
30,446
-3,533
-10% -$194K 0.16% 99
2020
Q4 		$1.88M Buy
33,979
+3,361
+11% +$185K 0.17% 92
2020
Q3 		$1.68M Sell
30,618
-1,334
-4% -$73.3K 0.15% 88
2020
Q2 		$1.75M Buy
31,952
+8,166
+34% +$440K 0.18% 61
2020
Q1 		$1.25M Sell
23,786
-34,024
-59% -$1.81M 0.16% 67
2019
Q4 		$3.1M Buy
57,810
+4,383
+8% +$235K 0.34% 39
2019
Q3 		$2.87M Buy
53,427
+35,427
+197% +$1.9M 0.35% 39
2019
Q2 		$962K Buy
+18,000
New +$952K 0.11% 86

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

Keel Point's IGSB Position: Q1 2026 in Review

Keel Point reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 6.1% in Q1 2026, selling an estimated $60.7K and leaving 17,600 shares worth $925K. The position accounts for 0.06% of the portfolio, ranked #178.

Keel Point first reported a position in IGSB in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.1M in Q4 2019. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Keel Point held 17,600 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $925K as of Q1 2026.
  • Keel Point sold 1,149 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $60.7K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.06% of Keel Point's portfolio in Q1 2026, its #178 holding.
  • Keel Point first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 28 quarters since.
  • Keel Point's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.1M in Q4 2019.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.