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

Altus 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
Q2 		$3.12M Sell
69,168
-776
-1% -$35K 1.2% 8
2026
Q1 		$3.15M Buy
69,944
+3,008
+4% +$137K 1.4% 7
2025
Q4 		$3.06M Buy
66,936
+22,672
+51% +$1.04M 1.32% 8
2025
Q3 		$2.04M Buy
44,264
+875
+2% +$39.9K 0.9% 9
2025
Q2 		$1.97M Sell
43,389
-509
-1% -$22.7K 0.94% 9
2025
Q1 		$1.98M Buy
43,898
+2,120
+5% +$94.6K 0.93% 12
2024
Q4 		$1.85M Buy
41,778
+2,366
+6% +$107K 0.83% 13
2024
Q3 		$1.83M Buy
39,412
+6,809
+21% +$310K 0.86% 12
2024
Q2 		$1.45M Buy
32,603
+412
+1% +$18.2K 0.7% 14
2024
Q1 		$1.44M Sell
32,191
-773
-2% -$34.6K 0.76% 12
2023
Q4 		$1.49M Buy
32,964
+716
+2% +$30.8K 0.89% 11
2023
Q3 		$1.37M Buy
+32,248
New +$1.4M 0.95% 11

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

Altus Wealth Management's IGEB Position: Q2 2026 in Review

Altus Wealth Management reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 1.1% in Q2 2026, selling an estimated $35K and leaving 69,168 shares worth $3.12M. The position accounts for 1.2% of the portfolio, ranked #8.

Altus Wealth Management first reported a position in IGEB in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.15M in Q1 2026. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • Altus Wealth Management held 69,168 shares of iShares Investment Grade Systematic Bond ETF worth $3.12M as of Q2 2026.
  • Altus Wealth Management sold 776 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $35K.
  • iShares Investment Grade Systematic Bond ETF made up 1.2% of Altus Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Altus Wealth Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Altus Wealth Management's iShares Investment Grade Systematic Bond ETF position peaked at $3.15M in Q1 2026.
  • 189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Altus Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.