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

Accel 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	$3.97M	Sell	88,009 -1,148	-1%	-$51.7K	0.89%	32
2026 Q1	$4.02M	Buy	89,157 +12,927	+17%	+$589K	1.05%	24
2025 Q4	$3.48M	Buy	76,230 +3,510	+5%	+$161K	0.95%	26
2025 Q3	$3.35M	Buy	72,720 +5,582	+8%	+$254K	0.97%	22
2025 Q2	$3.05M	Buy	67,138 +2,901	+5%	+$129K	1.02%	19
2025 Q1	$2.89M	Buy	64,237 +10,831	+20%	+$484K	1.05%	19
2024 Q4	$2.37M	Buy	53,406 +3,869	+8%	+$175K	0.9%	27
2024 Q3	$2.3M	Buy	+49,537	New	+$2.26M	0.86%	28

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCWA

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

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

Accel Wealth Management reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 1.3% in Q2 2026, selling an estimated $51.7K and leaving 88,009 shares worth $3.97M. The position accounts for 0.89% of the portfolio, ranked #32.

Accel Wealth Management first reported a position in IGEB in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.02M in Q1 2026. 72 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Accel Wealth Management held 88,009 shares of iShares Investment Grade Systematic Bond ETF worth $3.97M as of Q2 2026.
Accel Wealth Management sold 1,148 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $51.7K.
iShares Investment Grade Systematic Bond ETF made up 0.89% of Accel Wealth Management's portfolio in Q2 2026, its #32 holding.
Accel Wealth Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2024 and has held it in 8 quarters since.
Accel Wealth Management's iShares Investment Grade Systematic Bond ETF position peaked at $4.02M in Q1 2026.
72 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.