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Keystone Financial Services (Colorado)’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Keystone Financial Services (Colorado)’s Portfolio IGEB Stock Details IGEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,724
Closed -$431K – 109
2024
Q4 		$431K Sell
9,724
-2,143
-18% -$96.9K 0.17% 62
2024
Q3 		$551K Sell
11,867
-345
-3% -$15.7K 0.21% 53
2024
Q2 		$542K Buy
+12,212
New +$539K 0.22% 51

Other funds holding IGEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Keystone Financial Services (Colorado)'s IGEB Position: Q1 2025 in Review

Keystone Financial Services (Colorado) sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q1 2025, closing a stake of 9,724 shares — an estimated $431K sold.

Keystone Financial Services (Colorado) first reported a position in IGEB in Q2 2024 and held it in 3 quarters. The position peaked at $551K in Q3 2024. 154 funds tracked by Wall St. Rank hold IGEB as of Q1 2025.

  • Keystone Financial Services (Colorado) reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Keystone Financial Services (Colorado) sold 9,724 iShares Investment Grade Systematic Bond ETF shares in Q1 2025, an estimated $431K.
  • Keystone Financial Services (Colorado) first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and held it in 3 quarters.
  • Keystone Financial Services (Colorado)'s iShares Investment Grade Systematic Bond ETF position peaked at $551K in Q3 2024.
  • 154 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2025.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2025, filed 23 Apr 2025.