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Kiely Wealth Advisory Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Kiely Wealth Advisory Group’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
2024
Q4 		$6.53K Hold
126
– – ﹤0.01% 230
2024
Q3 		$6.53K Hold
126
– – ﹤0.01% 234
2024
Q2 		$6.54K Buy
+126
New +$6.43K ﹤0.01% 214

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 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

Kiely Wealth Advisory Group's IGSB Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q4 2024 at 126 shares worth $6.53K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

Kiely Wealth Advisory Group first reported a position in IGSB in Q2 2024 and has held it in 3 quarters since. The position peaked at $6.54K in Q2 2024. 955 funds tracked by Wall St. Rank hold IGSB as of Q4 2024.

  • Kiely Wealth Advisory Group held 126 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $6.53K as of Q4 2024.
  • Kiely Wealth Advisory Group left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q4 2024.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #230 holding.
  • Kiely Wealth Advisory Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 3 quarters since.
  • Kiely Wealth Advisory Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $6.54K in Q2 2024.
  • 955 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.