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KFI
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
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
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1-Year Est. Return
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1-Year Est. Return
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$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
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1-Year Est. Return
B
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$6.19B AUM
16.5%
1-Year Est. Return
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$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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