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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

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

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. 1,007 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.
  • 1,007 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.