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

Axxcess 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	$506K	Buy	11,226 +474	+4%	+$21.4K	0.01%	719
2026 Q1	$484K	Hold	10,752	–	–	0.02%	301
2025 Q4	$491K	Hold	10,752	–	–	0.01%	704
2025 Q3	$495K	Buy	10,752 +65	+0.6%	+$2.96K	0.01%	627
2025 Q2	$486K	Sell	10,687 -1,326	-11%	-$59.1K	0.01%	599
2025 Q1	$541K	Buy	12,013 +1,849	+18%	+$82.5K	0.01%	530
2024 Q4	$451K	Sell	10,164 -274	-3%	-$12.4K	0.01%	566
2024 Q3	$485K	Buy	10,438 +2,393	+30%	+$109K	0.01%	555
2024 Q2	$357K	Buy	8,045 +1,832	+29%	+$80.9K	0.01%	603
2024 Q1	$279K	Buy	+6,213	New	+$278K	0.01%	691

Other funds holding IGEB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Axxcess Wealth Management increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 4.4% in Q2 2026, buying an estimated $21.4K and bringing the position to 11,226 shares worth $506K. The position accounts for 0.01% of the portfolio, ranked #719.

Axxcess Wealth Management first reported a position in IGEB in Q1 2024 and has held it in 10 quarters since. The position peaked at $541K in Q1 2025. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Axxcess Wealth Management held 11,226 shares of iShares Investment Grade Systematic Bond ETF worth $506K as of Q2 2026.
Axxcess Wealth Management bought 474 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $21.4K.
iShares Investment Grade Systematic Bond ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #719 holding.
Axxcess Wealth Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2024 and has held it in 10 quarters since.
Axxcess Wealth Management's iShares Investment Grade Systematic Bond ETF position peaked at $541K in Q1 2025.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.