KFP
IGSB icon

KMG Fiduciary Partners’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

KMG Fiduciary Partners’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 		$5.85M Buy
111,556
+3,231
+3% +$169K 0.54% 46
2026
Q1 		$5.69M Buy
108,325
+6,809
+7% +$360K 0.42% 67
2025
Q4 		$5.37M Buy
101,516
+1,532
+2% +$81.1K 0.38% 68
2025
Q3 		$5.3M Buy
99,984
+8,690
+10% +$459K 0.36% 68
2025
Q2 		$4.82M Buy
91,294
+2,289
+3% +$120K 0.36% 65
2025
Q1 		$4.66M Buy
89,005
+7,837
+10% +$407K 0.39% 66
2024
Q4 		$4.2M Buy
81,168
+4,823
+6% +$251K 0.35% 74
2024
Q3 		$4.02M Buy
76,345
+10,095
+15% +$525K 0.35% 75
2024
Q2 		$3.39M Buy
66,250
+697
+1% +$35.6K 0.33% 71
2024
Q1 		$3.36M Buy
65,553
+1,373
+2% +$70.3K 0.35% 70
2023
Q4 		$3.29M Sell
64,180
-822
-1% -$41.3K 0.38% 68
2023
Q3 		$3.24M Buy
65,002
+2,784
+4% +$139K 0.43% 62
2023
Q2 		$3.12M Buy
62,218
+5,394
+9% +$272K 0.4% 67
2023
Q1 		$2.87M Sell
56,824
-430
-0.8% -$21.6K 0.41% 65
2022
Q4 		$2.85M Buy
57,254
+2,720
+5% +$135K 0.47% 64
2022
Q3 		$2.69M Buy
54,534
+41,524
+319% +$2.1M 0.52% 57
2022
Q2 		$658K Buy
13,010
+2,577
+25% +$131K 0.12% 127
2022
Q1 		$540K Sell
10,433
-4,950
-32% -$261K 0.09% 144
2021
Q4 		$829K Hold
15,383
– – 0.13% 116
2021
Q3 		$841K Sell
15,383
-319
-2% -$17.5K 0.14% 109
2021
Q2 		$861K Sell
15,702
-880
-5% -$48.2K 0.15% 105
2021
Q1 		$907K Sell
16,582
-704
-4% -$38.7K 0.18% 101
2020
Q4 		$953K Hold
17,286
– – 0.2% 95
2020
Q3 		$949K Buy
17,286
+1,024
+6% +$56.2K 0.24% 84
2020
Q2 		$890K Buy
+16,262
New +$876K 0.25% 77
2020
Q1 		– Sell
-4,125
Closed -$221K – 138
2019
Q4 		$221K Buy
+4,125
New +$221K 0.07% 119

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 22.9% 1-Year Est. Return

KMG Fiduciary Partners's IGSB Position: Q2 2026 in Review

KMG Fiduciary Partners increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 3% in Q2 2026, buying an estimated $169K and bringing the position to 111,556 shares worth $5.85M. The position accounts for 0.54% of the portfolio, ranked #46.

KMG Fiduciary Partners first reported a position in IGSB in Q4 2019 and has held it in 26 quarters since. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • KMG Fiduciary Partners held 111,556 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $5.85M as of Q2 2026.
  • KMG Fiduciary Partners bought 3,231 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $169K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.54% of KMG Fiduciary Partners's portfolio in Q2 2026, its #46 holding.
  • KMG Fiduciary Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.