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Cape Investment Advisory’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Cape Investment Advisory’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 		$4.38K Buy
+97
New +$4.37K ﹤0.01% 1069
2026
Q1 		– Sell
-97
Closed -$4.43K – 662
2025
Q4 		$4.43K Hold
97
– – ﹤0.01% 936
2025
Q3 		$4.47K Hold
97
– – ﹤0.01% 544
2025
Q2 		$4.41K Sell
97
-75
-44% -$3.34K ﹤0.01% 789
2025
Q1 		$7.74K Hold
172
– – ﹤0.01% 651
2024
Q4 		$7.63K Sell
172
-299
-63% -$13.5K ﹤0.01% 640
2024
Q3 		$21.9K Sell
471
-12
-2% -$547 0.01% 444
2024
Q2 		$21.4K Buy
+483
New +$21.3K 0.01% 417

Other funds holding IGEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
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
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
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cape Investment Advisory's IGEB Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares Investment Grade Systematic Bond ETF (IGEB) in Q2 2026: 97 shares worth $4.38K. The stake represents ﹤0.01% of the portfolio and ranks #1069 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in IGEB as recently as Q4 2025.

Cape Investment Advisory first reported a position in IGEB in Q2 2024 and has held it in 8 quarters since. The position peaked at $21.9K in Q3 2024. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • Cape Investment Advisory held 97 shares of iShares Investment Grade Systematic Bond ETF worth $4.38K as of Q2 2026.
  • iShares Investment Grade Systematic Bond ETF was a new Cape Investment Advisory position in Q2 2026.
  • iShares Investment Grade Systematic Bond ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1069 holding.
  • Cape Investment Advisory first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • Cape Investment Advisory's iShares Investment Grade Systematic Bond ETF position peaked at $21.9K in Q3 2024.
  • 189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.