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

KPP Advisory 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
2026
Q2 		$346K Buy
6,596
+1,584
+32% +$83K 0.04% 282
2026
Q1 		$263K Sell
5,012
-2,645
-35% -$140K 0.04% 299
2025
Q4 		$405K Sell
7,657
-35
-0.5% -$1.85K 0.06% 228
2025
Q3 		$408K Sell
7,692
-254
-3% -$13.4K 0.06% 234
2025
Q2 		$419K Sell
7,946
-200
-2% -$10.4K 0.07% 212
2025
Q1 		$427K Buy
+8,146
New +$423K 0.08% 196

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

KPP Advisory Services's IGSB Position: Q2 2026 in Review

KPP Advisory Services increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 32% in Q2 2026, buying an estimated $83K and bringing the position to 6,596 shares worth $346K. The position accounts for 0.04% of the portfolio, ranked #282.

KPP Advisory Services first reported a position in IGSB in Q1 2025 and has held it in 6 quarters since. The position peaked at $427K in Q1 2025. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • KPP Advisory Services held 6,596 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $346K as of Q2 2026.
  • KPP Advisory Services bought 1,584 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $83K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.04% of KPP Advisory Services's portfolio in Q2 2026, its #282 holding.
  • KPP Advisory Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • KPP Advisory Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $427K in Q1 2025.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.