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Kingstone Capital Partners Texas’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Kingstone Capital Partners Texas’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
2025
Q2 		– Sell
-10,786
Closed -$565K – 60
2025
Q1 		$565K Sell
10,786
-1,478
-12% -$76.8K 0.45% 34
2024
Q4 		$634K Buy
+12,264
New +$638K 0.52% 32

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kingstone Capital Partners Texas's IGSB Position: Q2 2025 in Review

Kingstone Capital Partners Texas sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2025, closing a stake of 10,786 shares — an estimated $565K sold.

Kingstone Capital Partners Texas first reported a position in IGSB in Q4 2024 and held it in 2 quarters. The position peaked at $634K in Q4 2024. 944 funds tracked by Wall St. Rank hold IGSB as of Q2 2025.

  • Kingstone Capital Partners Texas reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Kingstone Capital Partners Texas sold 10,786 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $565K.
  • Kingstone Capital Partners Texas first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Kingstone Capital Partners Texas's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $634K in Q4 2024.
  • 944 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Kingstone Capital Partners Texas's 13F filing for Q2 2025, filed 11 Jul 2025.