BlueStem Wealth Partners’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

BlueStem Wealth 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	$10.2M	Sell	226,998 -43,986	-16%	-$1.98M	1.02%	26
2026 Q1	$12.2M	Buy	270,984 +85,743	+46%	+$3.91M	1.36%	24
2025 Q4	$8.46M	Sell	185,241 -16,914	-8%	-$776K	0.93%	24
2025 Q3	$9.31M	Buy	202,155 +31,151	+18%	+$1.42M	1.07%	20
2025 Q2	$7.77M	Sell	171,004 -104,075	-38%	-$4.64M	0.95%	19
2025 Q1	$12.4M	Sell	275,079 -22,098	-7%	-$986K	1.69%	17
2024 Q4	$13.2M	Buy	+297,177	New	+$13.4M	1.73%	13

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

BlueStem Wealth Partners's IGEB Position: Q2 2026 in Review

BlueStem Wealth Partners reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 16% in Q2 2026, selling an estimated $1.98M and leaving 226,998 shares worth $10.2M. The position accounts for 1.02% of the portfolio, ranked #26.

BlueStem Wealth Partners first reported a position in IGEB in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.2M in Q4 2024. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

BlueStem Wealth Partners held 226,998 shares of iShares Investment Grade Systematic Bond ETF worth $10.2M as of Q2 2026.
BlueStem Wealth Partners sold 43,986 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $1.98M.
iShares Investment Grade Systematic Bond ETF made up 1.02% of BlueStem Wealth Partners's portfolio in Q2 2026, its #26 holding.
BlueStem Wealth Partners first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2024 and has held it in 7 quarters since.
BlueStem Wealth Partners's iShares Investment Grade Systematic Bond ETF position peaked at $13.2M in Q4 2024.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.