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Keystone Financial Group (Georgia)’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Keystone Financial Group (Georgia)’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 		$336K Buy
6,404
+73
+1% +$3.83K 0.18% 42
2026
Q1 		$333K Buy
6,331
+47
+0.7% +$2.48K 0.17% 42
2025
Q4 		$332K Buy
6,284
+95
+2% +$5.03K 0.17% 46
2025
Q3 		$328K Sell
6,189
-349
-5% -$18.4K 0.19% 47
2025
Q2 		$344K Buy
6,538
+49
+0.8% +$2.56K 0.22% 45
2025
Q1 		$339K Buy
6,489
+198
+3% +$10.3K 0.24% 45
2024
Q4 		$325K Buy
+6,291
New +$327K 0.26% 50

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM
BBES
Buffalo Business & Estate Services Orchard Park, New York $793M AUM
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NCM
Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return

Keystone Financial Group (Georgia)'s IGSB Position: Q2 2026 in Review

Keystone Financial Group (Georgia) increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.2% in Q2 2026, buying an estimated $3.83K and bringing the position to 6,404 shares worth $336K. The position accounts for 0.18% of the portfolio, ranked #42.

Keystone Financial Group (Georgia) first reported a position in IGSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $344K in Q2 2025. 334 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Keystone Financial Group (Georgia) held 6,404 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $336K as of Q2 2026.
  • Keystone Financial Group (Georgia) bought 73 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $3.83K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.18% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #42 holding.
  • Keystone Financial Group (Georgia) first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Keystone Financial Group (Georgia)'s iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $344K in Q2 2025.
  • 334 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.