Keystone Wealth Services’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Keystone Wealth Services’s Portfolio FIIG Stock Details FIIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$436K	Hold	21,000	–	–	0.09%	207
2025 Q4	$445K	Hold	21,000	–	–	0.09%	161
2025 Q3	$446K	Hold	21,000	–	–	0.1%	197
2025 Q2	$441K	Hold	21,000	–	–	0.11%	184
2025 Q1	$436K	Buy	21,000 +5,400	+35%	+$111K	0.12%	165
2024 Q4	$319K	Hold	15,600	–	–	0.08%	201
2024 Q3	$333K	Buy	15,600 +3,100	+25%	+$65.2K	0.09%	193
2024 Q2	$255K	Hold	12,500	–	–	0.08%	195
2024 Q1	$257K	Hold	12,500	–	–	0.08%	185
2023 Q4	$262K	Buy	+12,500	New	+$249K	0.09%	185

Other funds holding FIIG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Keystone Wealth Services's FIIG Position: Q1 2026 in Review

Keystone Wealth Services held its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) position steady in Q1 2026 at 21,000 shares worth $436K. The position accounts for 0.09% of the portfolio, ranked #207.

Keystone Wealth Services first reported a position in FIIG in Q4 2023 and has held it in 10 quarters since. The position peaked at $446K in Q3 2025. 126 funds tracked by Wall St. Rank hold FIIG as of Q1 2026.

Keystone Wealth Services held 21,000 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $436K as of Q1 2026.
Keystone Wealth Services left its First Trust Intermediate Duration Investment Grade Corporate ETF share count unchanged in Q1 2026.
First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.09% of Keystone Wealth Services's portfolio in Q1 2026, its #207 holding.
Keystone Wealth Services first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q4 2023 and has held it in 10 quarters since.
Keystone Wealth Services's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $446K in Q3 2025.
126 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.