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

Apollon 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 		$810K Sell
17,951
-3,595
-17% -$162K 0.01% 813
2026
Q1 		$971K Buy
21,546
+841
+4% +$38.3K 0.02% 617
2025
Q4 		$945K Buy
20,705
+1,078
+5% +$49.5K 0.02% 594
2025
Q3 		$904K Buy
19,627
+255
+1% +$11.6K 0.02% 602
2025
Q2 		$880K Sell
19,372
-481
-2% -$21.4K 0.02% 587
2025
Q1 		$894K Sell
19,853
-23
-0.1% -$1.03K 0.02% 541
2024
Q4 		$882K Buy
19,876
+4,059
+26% +$184K 0.02% 553
2024
Q3 		$735K Sell
15,817
-1,087
-6% -$49.5K 0.02% 580
2024
Q2 		$750K Buy
16,904
+4,212
+33% +$186K 0.02% 555
2024
Q1 		$569K Sell
12,692
-234
-2% -$10.5K 0.02% 648
2023
Q4 		$585K Buy
+12,926
New +$556K 0.02% 610

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

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

Apollon Wealth Management reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 17% in Q2 2026, selling an estimated $162K and leaving 17,951 shares worth $810K. The position accounts for 0.01% of the portfolio, ranked #813.

Apollon Wealth Management first reported a position in IGEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $971K in Q1 2026. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • Apollon Wealth Management held 17,951 shares of iShares Investment Grade Systematic Bond ETF worth $810K as of Q2 2026.
  • Apollon Wealth Management sold 3,595 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $162K.
  • iShares Investment Grade Systematic Bond ETF made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #813 holding.
  • Apollon Wealth Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Apollon Wealth Management's iShares Investment Grade Systematic Bond ETF position peaked at $971K in Q1 2026.
  • 189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.