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Ishares Tr edge invt grde shares owned by Keystone Wealth Services

Quarter-by-quarter ownership of Ishares Tr edge invt grde (IGEB) shares owned by Keystone Wealth Services from 13F filings

Historical chart of Keystone Wealth Services investment in Ishares Tr edge invt grde

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr edge invt grde held by Keystone Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr edge invt grde by Keystone Wealth Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.9M 84k 46.05
2025-06-30 $1.2M 25k 45.44
2025-03-31 $1.1M 25k 45.01
2024-12-31 $1.1M 25k 44.36

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Ishares Tr Core S&p500 Etf (IVV)
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Costco Wholesale Corporation (COST)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Chevron Corporation (CVX)
Exxon Mobil Corporation (XOM)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)

View all positions for Keystone Wealth Services

Top funds holding Ishares Tr edge invt grde

Envestnet Asset Management
LPL Financial
State of New Jersey Common Pension Fund D
Betterment
Fundamentun
Ameriprise Financial
Hennion & Walsh Asset Management
CWM
Mml Investors Services
Resources Investment Advisors
BlackRock
Morgan Stanley
Ameliora Wealth Management
Janney Montgomery Scott
Royal Bank of Canada

View all funds holding Ishares Tr edge invt grde