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Advisornet Financial’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Advisornet Financial’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
-209
Closed -$9.42K – 2328
2026
Q1 		$9.42K Hold
209
– – ﹤0.01% 1557
2025
Q4 		$9.54K Hold
209
– – ﹤0.01% 1563
2025
Q3 		$9.62K Sell
209
-344
-62% -$15.7K ﹤0.01% 1532
2025
Q2 		$25.1K Hold
553
– – ﹤0.01% 1201
2025
Q1 		$24.9K Hold
553
– – ﹤0.01% 1128
2024
Q4 		$24.5K Sell
553
-277
-33% -$12.5K ﹤0.01% 1072
2024
Q3 		$38.6K Sell
830
-187
-18% -$8.52K ﹤0.01% 984
2024
Q2 		$45.1K Buy
1,017
+808
+387% +$35.7K ﹤0.01% 852
2024
Q1 		$9.37K Hold
209
– – ﹤0.01% 1307
2023
Q4 		$9.46K Sell
209
-190,221
-100% -$8.18M ﹤0.01% 1317
2023
Q3 		$8.08M Buy
190,430
+6,999
+4% +$304K 0.73% 32
2023
Q2 		$8.11M Buy
183,431
+7,927
+5% +$351K 0.69% 30
2023
Q1 		$7.85M Buy
175,504
+6,285
+4% +$279K 0.72% 31
2022
Q4 		$7.33M Buy
169,219
+8,450
+5% +$363K 0.72% 30
2022
Q3 		$6.8M Buy
160,769
+5,202
+3% +$233K 0.68% 30
2022
Q2 		$6.94M Sell
155,567
-36,329
-19% -$1.66M 0.68% 30
2022
Q1 		$9.31M Buy
191,896
+20,364
+12% +$1.02M 0.58% 34
2021
Q4 		$9.03M Buy
171,532
+4,665
+3% +$249K 0.56% 34
2021
Q3 		$8.96M Buy
166,867
+3,592
+2% +$195K 0.62% 28
2021
Q2 		$8.85M Buy
163,275
+6,386
+4% +$341K 0.59% 30
2021
Q1 		$8.28M Buy
+156,889
New +$8.44M 0.59% 30

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

Advisornet Financial's IGEB Position: Q2 2026 in Review

Advisornet Financial sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q2 2026, closing a stake of 209 shares — an estimated $9.42K sold.

Advisornet Financial first reported a position in IGEB in Q1 2021 and held it in 21 quarters. The position peaked at $9.31M in Q1 2022. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • Advisornet Financial reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Advisornet Financial sold 209 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $9.42K.
  • Advisornet Financial first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2021 and held it in 21 quarters.
  • Advisornet Financial's iShares Investment Grade Systematic Bond ETF position peaked at $9.31M in Q1 2022.
  • 189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.