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

Allworth 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 		$333K Buy
7,373
+6,938
+1,595% +$313K ﹤0.01% 1205
2026
Q1 		$19.6K Sell
435
-200
-31% -$9.12K ﹤0.01% 3015
2025
Q4 		$29K Buy
+635
New +$29.2K ﹤0.01% 2567

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

Allworth Financial's IGEB Position: Q2 2026 in Review

Allworth Financial increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 1,595% in Q2 2026, buying an estimated $313K and bringing the position to 7,373 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #1205.

Allworth Financial first reported a position in IGEB in Q4 2025 and has held it in 3 quarters since. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • Allworth Financial held 7,373 shares of iShares Investment Grade Systematic Bond ETF worth $333K as of Q2 2026.
  • Allworth Financial bought 6,938 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $313K.
  • iShares Investment Grade Systematic Bond ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1205 holding.
  • Allworth Financial first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.