Key Financial Inc’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Key Financial Inc’s Portfolio IGIB Stock Details IGIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-859	Closed	-$45.7K	–	1401
2026 Q1	$45.7K	Buy	859 +26	+3%	+$1.4K	0.01%	547
2025 Q4	$44.9K	Sell	833 -312	-27%	-$16.9K	0.01%	542
2025 Q3	$61.9K	Buy	1,145 +962	+526%	+$51.5K	0.01%	478
2025 Q2	$9.77K	Hold	183	–	–	﹤0.01%	865
2025 Q1	$9.63K	Hold	183	–	–	﹤0.01%	827
2024 Q4	$9.44K	Buy	183 +175	+2,188%	+$9.16K	﹤0.01%	825
2024 Q3	$447	Hold	8	–	–	﹤0.01%	1269
2024 Q2	$426	Hold	8	–	–	﹤0.01%	1258
2024 Q1	$429	Hold	8	–	–	﹤0.01%	1239
2023 Q4	$432	Hold	8	–	–	﹤0.01%	1245
2023 Q3	$404	Hold	8	–	–	﹤0.01%	1264
2023 Q2	$420	Hold	8	–	–	﹤0.01%	1307
2023 Q1	$426	Hold	8	–	–	﹤0.01%	1103
2022 Q4	$401	Hold	8	–	–	﹤0.01%	1110
2022 Q3	$0	Hold	8	–	–	﹤0.01%	1145
2022 Q2	$0	Sell	8 -77	-91%	-$4.01K	﹤0.01%	1124
2022 Q1	$5K	Buy	85 +77	+963%	+$4.37K	﹤0.01%	790
2021 Q4	$0	Hold	8	–	–	﹤0.01%	976
2021 Q3	$1K	Hold	8	–	–	﹤0.01%	871
2021 Q2	$1K	Hold	8	–	–	﹤0.01%	822
2021 Q1	$0	Buy	+8	New	+$484	﹤0.01%	781

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Key Financial Inc's IGIB Position: Q2 2026 in Review

Key Financial Inc sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026, closing a stake of 859 shares — an estimated $45.7K sold.

Key Financial Inc first reported a position in IGIB in Q1 2021 and held it in 21 quarters. The position peaked at $61.9K in Q3 2025. 711 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Key Financial Inc reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Key Financial Inc sold 859 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $45.7K.
Key Financial Inc first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2021 and held it in 21 quarters.
Key Financial Inc's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $61.9K in Q3 2025.
711 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.