Caitlin John’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Caitlin John’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	$265K	Hold	5,883	–	–	0.14%	174
2026 Q1	$265K	Hold	5,883	–	–	0.16%	125
2025 Q4	$269K	Sell	5,883 -113	-2%	-$5.19K	0.18%	147
2025 Q3	$276K	Sell	5,996 -3	-0.1%	-$137	0.19%	114
2025 Q2	$273K	Sell	5,999 -300	-5%	-$13.4K	0.25%	103
2025 Q1	$284K	Hold	6,299	–	–	0.28%	98
2024 Q4	$279K	Hold	6,299	–	–	0.18%	112
2024 Q3	$282K	Sell	6,299 -105	-2%	-$4.79K	0.18%	120
2024 Q2	$284K	Hold	6,404	–	–	0.2%	106
2024 Q1	$287K	Buy	+6,404	New	+$286K	0.21%	98

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

Caitlin John's IGEB Position: Q2 2026 in Review

Caitlin John held its iShares Investment Grade Systematic Bond ETF (IGEB) position steady in Q2 2026 at 5,883 shares worth $265K. The position accounts for 0.14% of the portfolio, ranked #174.

Caitlin John first reported a position in IGEB in Q1 2024 and has held it in 10 quarters since. The position peaked at $287K in Q1 2024. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Caitlin John held 5,883 shares of iShares Investment Grade Systematic Bond ETF worth $265K as of Q2 2026.
Caitlin John left its iShares Investment Grade Systematic Bond ETF share count unchanged in Q2 2026.
iShares Investment Grade Systematic Bond ETF made up 0.14% of Caitlin John's portfolio in Q2 2026, its #174 holding.
Caitlin John first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2024 and has held it in 10 quarters since.
Caitlin John's iShares Investment Grade Systematic Bond ETF position peaked at $287K in Q1 2024.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.