Avantra Family Wealth’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Avantra Family Wealth’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	$505K	Buy	11,190 +2,499	+29%	+$113K	0.32%	97
2026 Q1	$392K	Buy	8,691 +946	+12%	+$43.1K	0.29%	105
2025 Q4	$354K	Buy	7,745 +334	+5%	+$15.3K	0.26%	110
2025 Q3	$341K	Buy	+7,411	New	+$338K	0.26%	112

Other funds holding IGEB

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AWM

Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Avantra Family Wealth's IGEB Position: Q2 2026 in Review

Avantra Family Wealth increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 29% in Q2 2026, buying an estimated $113K and bringing the position to 11,190 shares worth $505K. The position accounts for 0.32% of the portfolio, ranked #97.

Avantra Family Wealth first reported a position in IGEB in Q3 2025 and has held it in 4 quarters since. 81 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Avantra Family Wealth held 11,190 shares of iShares Investment Grade Systematic Bond ETF worth $505K as of Q2 2026.
Avantra Family Wealth bought 2,499 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $113K.
iShares Investment Grade Systematic Bond ETF made up 0.32% of Avantra Family Wealth's portfolio in Q2 2026, its #97 holding.
Avantra Family Wealth first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2025 and has held it in 4 quarters since.
81 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.