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

Barnes Wealth Management Group’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 		$215K Buy
+4,775
New +$215K 0.1% 185

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
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
Envestnet Portfolio Solutions
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Barnes Wealth Management Group's IGEB Position: Q2 2026 in Review

Barnes Wealth Management Group opened a new position in iShares Investment Grade Systematic Bond ETF (IGEB) in Q2 2026: 4,775 shares worth $215K. The stake represents 0.1% of the portfolio and ranks #185 among its holdings.

64 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • Barnes Wealth Management Group held 4,775 shares of iShares Investment Grade Systematic Bond ETF worth $215K as of Q2 2026.
  • iShares Investment Grade Systematic Bond ETF was a new Barnes Wealth Management Group position in Q2 2026.
  • iShares Investment Grade Systematic Bond ETF made up 0.1% of Barnes Wealth Management Group's portfolio in Q2 2026, its #185 holding.
  • 64 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.