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Keystone Wealth Services’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Keystone Wealth Services’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
2022
Q3 		– Sell
-4,207
Closed -$213K – 168
2022
Q2 		$213K Sell
4,207
-3,667
-47% -$187K 0.1% 157
2022
Q1 		$407K Sell
7,874
-10,143
-56% -$535K 0.16% 106
2021
Q4 		$971K Buy
+18,017
New +$975K 0.39% 65

Other funds holding IGSB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Keystone Wealth Services's IGSB Position: Q3 2022 in Review

Keystone Wealth Services sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2022, closing a stake of 4,207 shares — an estimated $213K sold.

Keystone Wealth Services first reported a position in IGSB in Q4 2021 and held it in 3 quarters. The position peaked at $971K in Q4 2021. 870 funds tracked by Wall St. Rank hold IGSB as of Q3 2022.

  • Keystone Wealth Services reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Keystone Wealth Services sold 4,207 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $213K.
  • Keystone Wealth Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and held it in 3 quarters.
  • Keystone Wealth Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $971K in Q4 2021.
  • 870 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Keystone Wealth Services's 13F filing for Q3 2022, filed 1 Nov 2022.