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Aptus Capital Advisors’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Aptus Capital Advisors’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 		– Sell
-188
Closed -$8.58K – 1731
2025
Q4 		$8.58K Hold
188
– – ﹤0.01% 1505
2025
Q3 		$8.66K Hold
188
– – ﹤0.01% 1442
2025
Q2 		$8.54K Hold
188
– – ﹤0.01% 1377
2025
Q1 		$8.46K Hold
188
– – ﹤0.01% 1291
2024
Q4 		$8.34K Buy
+188
New +$8.5K ﹤0.01% 1298

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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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 $16.7B AUM 24.23% 1-Year Est. Return

Aptus Capital Advisors's IGEB Position: Q1 2026 in Review

Aptus Capital Advisors sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q1 2026, closing a stake of 188 shares — an estimated $8.58K sold.

Aptus Capital Advisors first reported a position in IGEB in Q4 2024 and held it in 5 quarters. The position peaked at $8.66K in Q3 2025. 180 funds tracked by Wall St. Rank hold IGEB as of Q1 2026.

  • Aptus Capital Advisors reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Aptus Capital Advisors sold 188 iShares Investment Grade Systematic Bond ETF shares in Q1 2026, an estimated $8.58K.
  • Aptus Capital Advisors first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2024 and held it in 5 quarters.
  • Aptus Capital Advisors's iShares Investment Grade Systematic Bond ETF position peaked at $8.66K in Q3 2025.
  • 180 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.