Advertisement
Screener

Keystone Global Partners, LLC Historic Quarter Change: USA Bonds: Other Debt, New

Keystone Global Partners, LLC historic quarter change: USA Bonds: Other Debt, New

In other debt filed by principal amount (debentures, bonds) (listed in the US), over 5 quarters from 2025-03-31 to 2026-06-30, Keystone Global Partners, LLC opened 3 positions, added to 3, reduced 3 and sold out of 3.

  • Q1 2026: Stock LEMB; Country of operation —; Class Bonds; Principal before $0.
  • Q1 2026: Stock SCHO; Country of operation —; Class Bonds; Principal before $0.
  • Q1 2026: Stock IEF; Country of operation —; Class Bonds; Principal before $0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1764057), 5 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-16); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-24); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-14); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-20); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-03-31.

QuarterStockCountry of operationClassPrincipal beforePrincipal afterShare changeValue beforeValue afterValue changeFiled
Q1 2026LEMB
ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF
Bonds$0$23,450+23,450$0$956,760+$956,7602026-04-24
Q1 2026SCHO
SCHWAB SHORT-TERM US TREASURY ETF
Bonds$0$17,322+17,322$0$420,405+$420,4052026-04-24
Q1 2026IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
Bonds$0$2,752+2,752$0$262,651+$262,6512026-04-24

Similar Firms

Firm NameCountry13F ValueHoldings
SEG Family Corp.Canada$0.225B1
Boit C F DavidUnited States$0.225B119
Heritage Family Offices, LLPUnited States$0.225B196
WD RUTHERFORD LLCUnited States$0.225B71
Altus Wealth Management, LLCUnited States$0.225B28
NIA IMPACT ADVISORS, LLCUnited States$0.225B89
Family Capital Management, Inc.United States$0.225B104
State of New Jersey Common Pension Fund AUnited States$0.226B3
Ballast Asset Management, LPUnited States$0.225B52
Robbins FarleyUnited States$0.226B143