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Action Point Financial Planning’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Action Point Financial Planning’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 		$13.6K Buy
+302
New +$13.6K ﹤0.01% 1313

Other funds holding IGEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
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
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
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Action Point Financial Planning's IGEB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares Investment Grade Systematic Bond ETF (IGEB) in Q2 2026: 302 shares worth $13.6K. The stake represents ﹤0.01% of the portfolio and ranks #1313 among its holdings.

189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • Action Point Financial Planning held 302 shares of iShares Investment Grade Systematic Bond ETF worth $13.6K as of Q2 2026.
  • iShares Investment Grade Systematic Bond ETF was a new Action Point Financial Planning position in Q2 2026.
  • iShares Investment Grade Systematic Bond ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1313 holding.
  • 189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.