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

Ausdal Financial Partners’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 		$768K Buy
17,022
+4,489
+36% +$202K 0.03% 491
2026
Q1 		$565K Buy
12,533
+836
+7% +$38.1K 0.03% 543
2025
Q4 		$534K Buy
11,697
+10
+0.1% +$459 0.02% 525
2025
Q3 		$538K Buy
11,687
+399
+4% +$18.2K 0.03% 538
2025
Q2 		$513K Buy
+11,288
New +$503K 0.03% 421

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

Ausdal Financial Partners's IGEB Position: Q2 2026 in Review

Ausdal Financial Partners increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 36% in Q2 2026, buying an estimated $202K and bringing the position to 17,022 shares worth $768K. The position accounts for 0.03% of the portfolio, ranked #491.

Ausdal Financial Partners first reported a position in IGEB in Q2 2025 and has held it in 5 quarters since. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • Ausdal Financial Partners held 17,022 shares of iShares Investment Grade Systematic Bond ETF worth $768K as of Q2 2026.
  • Ausdal Financial Partners bought 4,489 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $202K.
  • iShares Investment Grade Systematic Bond ETF made up 0.03% of Ausdal Financial Partners's portfolio in Q2 2026, its #491 holding.
  • Ausdal Financial Partners first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.