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

Key Financial Inc’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 		– Sell
-993
Closed -$52.2K – 1402
2026
Q1 		$52.2K Buy
993
+14
+1% +$740 0.01% 523
2025
Q4 		$51.8K Sell
979
-359
-27% -$19K 0.01% 506
2025
Q3 		$70.8K Buy
1,338
+879
+192% +$46.4K 0.01% 453
2025
Q2 		$24.2K Buy
459
+62
+16% +$3.24K ﹤0.01% 647
2025
Q1 		$20.8K Hold
397
– – ﹤0.01% 658
2024
Q4 		$20.5K Buy
397
+365
+1,141% +$19K ﹤0.01% 650
2024
Q3 		$1.69K Hold
32
– – ﹤0.01% 1132
2024
Q2 		$1.64K Hold
32
– – ﹤0.01% 1129
2024
Q1 		$1.64K Hold
32
– – ﹤0.01% 1122
2023
Q4 		$1.64K Hold
32
– – ﹤0.01% 1122
2023
Q3 		$1.59K Hold
32
– – ﹤0.01% 1138
2023
Q2 		$1.6K Hold
32
– – ﹤0.01% 1190
2023
Q1 		$1.62K Hold
32
– – ﹤0.01% 985
2022
Q4 		$1.58K Hold
32
– – ﹤0.01% 983
2022
Q3 		$2K Hold
32
– – ﹤0.01% 954
2022
Q2 		$2K Buy
+32
New +$1.63K ﹤0.01% 940

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Key Financial Inc sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026, closing a stake of 993 shares — an estimated $52.2K sold.

Key Financial Inc first reported a position in IGSB in Q2 2022 and held it in 16 quarters. The position peaked at $70.8K in Q3 2025. 1,008 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Key Financial Inc reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Key Financial Inc sold 993 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $52.2K.
  • Key Financial Inc first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2022 and held it in 16 quarters.
  • Key Financial Inc's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $70.8K in Q3 2025.
  • 1,008 funds tracked by Wall St. Rank held iShares 1-5 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.