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

Ameliora 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 		$19.4M Buy
429,861
+5,238
+1% +$236K 5.76% 5
2026
Q1 		$19.1M Sell
424,623
-144,554
-25% -$6.59M 6.1% 6
2025
Q4 		$26M Buy
569,177
+26,620
+5% +$1.22M 7.92% 1
2025
Q3 		$25M Sell
542,557
-5,844
-1% -$266K 8.32% 1
2025
Q2 		$24.9M Buy
548,401
+26,843
+5% +$1.2M 8.91% 1
2025
Q1 		$23.5M Buy
521,558
+23,563
+5% +$1.05M 8.83% 1
2024
Q4 		$22.1M Buy
497,995
+533
+0.1% +$24.1K 8.29% 1
2024
Q3 		$23.1M Buy
497,462
+204,192
+70% +$9.31M 9.64% 1
2024
Q2 		$13M Buy
293,270
+9,038
+3% +$399K 5.91% 2
2024
Q1 		$12.7M Buy
284,232
+7,555
+3% +$338K 5.78% 2
2023
Q4 		$12.5M Buy
276,677
+183,532
+197% +$7.9M 6.21% 1
2023
Q3 		$3.95M Buy
93,145
+29,049
+45% +$1.26M 2.34% 12
2023
Q2 		$2.83M Buy
64,096
+23,226
+57% +$1.03M 1.75% 15
2023
Q1 		$1.83M Buy
+40,870
New +$1.81M 1.07% 32

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

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

Ameliora Wealth Management increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 1.2% in Q2 2026, buying an estimated $236K and bringing the position to 429,861 shares worth $19.4M. The position accounts for 5.76% of the portfolio, ranked #5.

Ameliora Wealth Management first reported a position in IGEB in Q1 2023 and has held it in 14 quarters since. The position peaked at $26M in Q4 2025. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • Ameliora Wealth Management held 429,861 shares of iShares Investment Grade Systematic Bond ETF worth $19.4M as of Q2 2026.
  • Ameliora Wealth Management bought 5,238 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $236K.
  • iShares Investment Grade Systematic Bond ETF made up 5.76% of Ameliora Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Ameliora Wealth Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Ameliora Wealth Management's iShares Investment Grade Systematic Bond ETF position peaked at $26M in Q4 2025.
  • 189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.