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Kingdom Financial Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Kingdom Financial 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
2026
Q2 		$5.76K Buy
+110
New +$5.77K ﹤0.01% 527
2024
Q1 		– Sell
-11,921
Closed -$611K – 76
2023
Q4 		$611K Buy
11,921
+2,898
+32% +$146K 0.53% 37
2023
Q3 		$450K Sell
9,023
-2,551
-22% -$128K 0.42% 39
2023
Q2 		$581K Buy
+11,574
New +$583K 0.57% 28

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kingdom Financial Group's IGSB Position: Q2 2026 in Review

Kingdom Financial Group opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026: 110 shares worth $5.76K. The stake represents ﹤0.01% of the portfolio and ranks #527 among its holdings. This is a return to the name: Kingdom Financial Group previously reported a position in IGSB as recently as Q4 2023.

Kingdom Financial Group first reported a position in IGSB in Q2 2023 and has held it in 4 quarters since. The position peaked at $611K in Q4 2023. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Kingdom Financial Group held 110 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $5.76K as of Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Kingdom Financial Group position in Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Kingdom Financial Group's portfolio in Q2 2026, its #527 holding.
  • Kingdom Financial Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 4 quarters since.
  • Kingdom Financial Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $611K in Q4 2023.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.