Keystone Wealth Services’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Keystone Wealth Services’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
2026 Q2	$4.12M	Buy	91,376 +4,772	+6%	+$215K	0.77%	30
2026 Q1	$3.9M	Buy	86,604 +336	+0.4%	+$15.3K	0.83%	25
2025 Q4	$3.94M	Buy	86,268 +2,508	+3%	+$115K	0.83%	27
2025 Q3	$3.86M	Buy	83,760 +58,423	+231%	+$2.66M	0.84%	24
2025 Q2	$1.15M	Buy	25,337 +6	+0%	+$267	0.28%	87
2025 Q1	$1.14M	Buy	25,331 +18	+0.1%	+$804	0.31%	77
2024 Q4	$1.12M	Buy	+25,313	New	+$1.14M	0.3%	80

Other funds holding IGEB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Keystone Wealth Services's IGEB Position: Q2 2026 in Review

Keystone Wealth Services increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 5.5% in Q2 2026, buying an estimated $215K and bringing the position to 91,376 shares worth $4.12M. The position accounts for 0.77% of the portfolio, ranked #30.

Keystone Wealth Services first reported a position in IGEB in Q4 2024 and has held it in 7 quarters since. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Keystone Wealth Services held 91,376 shares of iShares Investment Grade Systematic Bond ETF worth $4.12M as of Q2 2026.
Keystone Wealth Services bought 4,772 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $215K.
iShares Investment Grade Systematic Bond ETF made up 0.77% of Keystone Wealth Services's portfolio in Q2 2026, its #30 holding.
Keystone Wealth Services first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2024 and has held it in 7 quarters since.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.