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 Q3	$4.18M	Buy	97,584 +9,575	+11%	+$422K	0.9%	31
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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Ameliora Wealth Management Zurich, Switzerland $350M AUM 14.23% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Accel Wealth Management's IGEB Position: Q3 2026 in Review

Accel Wealth Management increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 11% in Q3 2026, buying an estimated $422K and bringing the position to 97,584 shares worth $4.18M. The position accounts for 0.9% of the portfolio, ranked #31.

Accel Wealth Management first reported a position in IGEB in Q3 2024 and has held it in 9 quarters since. 59 funds tracked by Wall St. Rank hold IGEB as of Q3 2026.

Accel Wealth Management held 97,584 shares of iShares Investment Grade Systematic Bond ETF worth $4.18M as of Q3 2026.
Accel Wealth Management bought 9,575 iShares Investment Grade Systematic Bond ETF shares in Q3 2026, an estimated $422K.
iShares Investment Grade Systematic Bond ETF made up 0.9% of Accel Wealth Management's portfolio in Q3 2026, its #31 holding.
Accel Wealth Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2024 and has held it in 9 quarters since.
59 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.