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

AE 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
Q1 		$43.3K Buy
961
+85
+10% +$3.88K ﹤0.01% 1994
2025
Q4 		$40K Sell
876
-321
-27% -$14.7K ﹤0.01% 1892
2025
Q3 		$55.1K Buy
1,197
+155
+15% +$7.06K ﹤0.01% 1698
2025
Q2 		$47.4K Buy
1,042
+90
+9% +$4.01K ﹤0.01% 1616
2025
Q1 		$42.8K Sell
952
-170
-15% -$7.59K ﹤0.01% 1606
2024
Q4 		$49.8K Sell
1,122
-28,783
-96% -$1.3M ﹤0.01% 1560
2024
Q3 		$1.39M Sell
29,905
-448
-1% -$20.4K 0.01% 634
2024
Q2 		$1.35M Buy
+30,353
New +$1.34M 0.01% 633
2023
Q4 		– Sell
-18,299
Closed -$776K – 2113
2023
Q3 		$776K Sell
18,299
-1,603
-8% -$69.6K ﹤0.01% 1201
2023
Q2 		$879K Buy
19,902
+1,977
+11% +$87.5K 0.01% 1139
2023
Q1 		$801K Sell
17,925
-431
-2% -$19.1K 0.01% 1134
2022
Q4 		$795K Sell
18,356
-1,181
-6% -$50.7K 0.01% 1085
2022
Q3 		$826K Sell
19,537
-16,221
-45% -$726K 0.01% 1022
2022
Q2 		$1.6M Sell
35,758
-2,002
-5% -$91.7K 0.01% 739
2022
Q1 		$1.83M Sell
37,760
-9,652
-20% -$483K 0.01% 722
2021
Q4 		$2.5M Buy
47,412
+2,009
+4% +$107K 0.02% 629
2021
Q3 		$2.44M Buy
45,403
+38,948
+603% +$2.12M 0.02% 582
2021
Q2 		$350K Sell
6,455
-1,150
-15% -$61.4K ﹤0.01% 1279
2021
Q1 		$401K Buy
7,605
+885
+13% +$47.6K ﹤0.01% 1125
2020
Q4 		$372K Buy
6,720
+1,400
+26% +$76.8K ﹤0.01% 1062
2020
Q3 		$290K Buy
5,320
+320
+6% +$17.6K ﹤0.01% 1053
2020
Q2 		$272K Buy
+5,000
New +$261K ﹤0.01% 1057

Other funds holding IGEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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 $15.5B AUM 19.09% 1-Year Est. Return

AE Wealth Management's IGEB Position: Q1 2026 in Review

AE Wealth Management increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 9.7% in Q1 2026, buying an estimated $3.88K and bringing the position to 961 shares worth $43.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1994.

AE Wealth Management first reported a position in IGEB in Q2 2020 and has held it in 22 quarters since. The position peaked at $2.5M in Q4 2021. 180 funds tracked by Wall St. Rank hold IGEB as of Q1 2026.

  • AE Wealth Management held 961 shares of iShares Investment Grade Systematic Bond ETF worth $43.3K as of Q1 2026.
  • AE Wealth Management bought 85 iShares Investment Grade Systematic Bond ETF shares in Q1 2026, an estimated $3.88K.
  • iShares Investment Grade Systematic Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1994 holding.
  • AE Wealth Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2020 and has held it in 22 quarters since.
  • AE Wealth Management's iShares Investment Grade Systematic Bond ETF position peaked at $2.5M in Q4 2021.
  • 180 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.