Able Wealth Management’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Able Wealth Management’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	–	Sell	-7,101	Closed	-$320K	–	191
2026 Q1	$320K	Sell	7,101 -8,665	-55%	-$395K	0.09%	95
2025 Q4	$720K	Buy	15,766 +114	+0.7%	+$5.23K	0.23%	59
2025 Q3	$721K	Buy	15,652 +2,716	+21%	+$124K	0.27%	57
2025 Q2	$588K	Sell	12,936 -3,713	-22%	-$165K	0.3%	58
2025 Q1	$749K	Buy	16,649 +11,673	+235%	+$521K	0.44%	51
2024 Q4	$221K	Buy	+4,976	New	+$225K	0.15%	88

Other funds holding IGEB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HWAM

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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Able Wealth Management's IGEB Position: Q2 2026 in Review

Able Wealth Management sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q2 2026, closing a stake of 7,101 shares — an estimated $320K sold.

Able Wealth Management first reported a position in IGEB in Q4 2024 and held it in 6 quarters. The position peaked at $749K in Q1 2025. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Able Wealth Management reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q2 2026 after selling out during the quarter.
Able Wealth Management sold 7,101 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $320K.
Able Wealth Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2024 and held it in 6 quarters.
Able Wealth Management's iShares Investment Grade Systematic Bond ETF position peaked at $749K in Q1 2025.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.