LMKC
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L.M. Kohn & Company’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

L.M. Kohn & Company’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
-6,022
Closed -$315K – 286
2025
Q1 		$315K Buy
6,022
+1
+0% +$52 0.08% 191
2024
Q4 		$311K Sell
6,021
-11,098
-65% -$577K 0.08% 180
2024
Q3 		$901K Buy
+17,119
New +$891K 0.23% 94

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 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

L.M. Kohn & Company's IGSB Position: Q2 2025 in Review

L.M. Kohn & Company sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2025, closing a stake of 6,022 shares — an estimated $315K sold.

L.M. Kohn & Company first reported a position in IGSB in Q3 2024 and held it in 3 quarters. The position peaked at $901K in Q3 2024. 944 funds tracked by Wall St. Rank hold IGSB as of Q2 2025.

  • L.M. Kohn & Company reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 6,022 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $315K.
  • L.M. Kohn & Company first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2024 and held it in 3 quarters.
  • L.M. Kohn & Company's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $901K in Q3 2024.
  • 944 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on L.M. Kohn & Company's 13F filing for Q2 2025, filed 4 Aug 2025.