Ownership history in Keystone Financial Services · 17 quarters on record
This page tracks every 13F SEC filing in which Keystone Financial Services reported a position in ISHARES TR (IUSB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 498,246 | -64,634 | -11.5% | 7.00% | $23.2M | $46.22 |
| 2025 Q3 | ADDED | 562,880 | +1,570 | +0.3% | 8.15% | $26.3M | $45.75 |
| 2025 Q2 | ADDED | 561,310 | +4,776 | +0.9% | 8.83% | $25.9M | $44.80 |
| 2025 Q1 | REDUCED | 556,534 | -113,611 | -17.0% | 9.77% | $25.6M | $44.18 |
| 2024 Q4 | ADDED | 670,145 | +5,690 | +0.9% | 11.60% | $30.3M | $43.04 |
| 2024 Q3 | ADDED | 664,455 | +104,803 | +18.7% | 12.14% | $31.3M | $44.26 |
| 2024 Q2 | ADDED | 559,652 | +3,805 | +0.7% | 10.49% | $25.3M | $42.05 |
| 2024 Q1 | ADDED | 555,847 | +170,699 | +44.3% | 11.05% | $25.3M | $41.97 |
| 2023 Q4 | REDUCED | 385,148 | -60,771 | -13.6% | 8.38% | $17.7M | $42.15 |
| 2023 Q3 | REDUCED | 445,919 | -30,788 | -6.5% | 10.32% | $19.5M | $39.50 |
As of 2025 Q4 — sorted by position size