1620 Investment Advisors’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

1620 Investment Advisors’s Portfolio IGEB Stock Details IGEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$577K	Sell	12,792 -2,317	-15%	-$104K	0.36%	78
2026 Q1	$681K	Buy	15,109 +661	+5%	+$30.1K	0.46%	61
2025 Q4	$660K	Sell	14,448 -295	-2%	-$13.5K	0.44%	68
2025 Q3	$679K	Buy	14,743 +3	+0%	+$137	0.46%	65
2025 Q2	$670K	Buy	14,740 +789	+6%	+$35.1K	0.48%	61
2025 Q1	$628K	Buy	13,951 +208	+2%	+$9.29K	0.48%	58
2024 Q4	$610K	Buy	13,743 +1,498	+12%	+$67.7K	0.46%	63
2024 Q3	$569K	Buy	12,245 +672	+6%	+$30.6K	0.41%	73
2024 Q2	$513K	Buy	11,573 +1,326	+13%	+$58.5K	0.39%	71
2024 Q1	$460K	Buy	10,247 +1,281	+14%	+$57.3K	0.46%	73
2023 Q4	$406K	Buy	8,966 +3,042	+51%	+$131K	0.44%	78
2023 Q3	$251K	Buy	5,924 +1,183	+25%	+$51.4K	0.28%	115
2023 Q2	$210K	Buy	+4,741	New	+$210K	0.23%	129

Other funds holding IGEB

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AWM

Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

1620 Investment Advisors's IGEB Position: Q2 2026 in Review

1620 Investment Advisors reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 15% in Q2 2026, selling an estimated $104K and leaving 12,792 shares worth $577K. The position accounts for 0.36% of the portfolio, ranked #78.

1620 Investment Advisors first reported a position in IGEB in Q2 2023 and has held it in 13 quarters since. The position peaked at $681K in Q1 2026. 64 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

1620 Investment Advisors held 12,792 shares of iShares Investment Grade Systematic Bond ETF worth $577K as of Q2 2026.
1620 Investment Advisors sold 2,317 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $104K.
iShares Investment Grade Systematic Bond ETF made up 0.36% of 1620 Investment Advisors's portfolio in Q2 2026, its #78 holding.
1620 Investment Advisors first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2023 and has held it in 13 quarters since.
1620 Investment Advisors's iShares Investment Grade Systematic Bond ETF position peaked at $681K in Q1 2026.
64 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.