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

Keystone Financial Group (Kentucky)’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
2020 Q1	–	Sell	-5,369	Closed	-$288K	–	225
2019 Q4	$288K	Sell	5,369 -3,841	-42%	-$206K	0.08%	186
2019 Q3	$494K	Sell	9,210 -6,763	-42%	-$362K	0.15%	125
2019 Q2	$854K	Sell	15,973 -2,703	-14%	-$143K	0.28%	87
2019 Q1	$986K	Sell	18,676 -6,539	-26%	-$341K	0.35%	76
2018 Q4	$1.3M	Sell	25,215 -8,733	-26%	-$450K	0.59%	47
2018 Q3	$1.76M	Sell	33,948 -7,200	-17%	-$373K	0.72%	41
2018 Q2	$2.13M	Sell	41,148 -7,784	-16%	-$403K	1.19%	23
2018 Q1	$2.54M	Buy	48,932 +1,328	+3%	+$69.1K	1.41%	20
2017 Q4	$2.49M	Buy	+47,604	New	+$2.5M	1.55%	14

Other funds holding IGSB

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s IGSB Position: Q1 2020 in Review

Keystone Financial Group (Kentucky) sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2020, closing a stake of 5,369 shares — an estimated $288K sold.

Keystone Financial Group (Kentucky) first reported a position in IGSB in Q4 2017 and held it in 9 quarters. The position peaked at $2.54M in Q1 2018. 662 funds tracked by Wall St. Rank hold IGSB as of Q1 2020.

Keystone Financial Group (Kentucky) reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 5,369 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $288K.
Keystone Financial Group (Kentucky) first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 9 quarters.
Keystone Financial Group (Kentucky)'s iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.54M in Q1 2018.
662 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2020, filed 5 May 2020.