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Keystone Financial Group (Georgia)’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Keystone Financial Group (Georgia)’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
2025
Q3 		– Sell
-494
Closed -$26.1K – 137
2025
Q2 		$26.1K Hold
494
– – 0.02% 108
2025
Q1 		$25.7K Sell
494
-85
-15% -$4.42K 0.02% 106
2024
Q4 		$29.8K Buy
+579
New +$30.3K 0.02% 109

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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Keystone Financial Group (Georgia)'s IGIB Position: Q3 2025 in Review

Keystone Financial Group (Georgia) sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2025, closing a stake of 494 shares — an estimated $26.1K sold.

Keystone Financial Group (Georgia) first reported a position in IGIB in Q4 2024 and held it in 3 quarters. The position peaked at $29.8K in Q4 2024. 667 funds tracked by Wall St. Rank hold IGIB as of Q3 2025.

  • Keystone Financial Group (Georgia) reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Keystone Financial Group (Georgia) sold 494 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $26.1K.
  • Keystone Financial Group (Georgia) first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2024 and held it in 3 quarters.
  • Keystone Financial Group (Georgia)'s iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $29.8K in Q4 2024.
  • 667 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q3 2025, filed 20 Oct 2025.