Capital Analysts LLC’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Capital Analysts LLC’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	$9K	Hold	200	–	–	﹤0.01%	1308
2026 Q1	$9K	Sell	200 -1,515	-88%	-$69.1K	﹤0.01%	1272
2025 Q4	$78K	Sell	1,715 -84	-5%	-$3.86K	﹤0.01%	826
2025 Q3	$83K	Buy	1,799 +104	+6%	+$4.74K	﹤0.01%	774
2025 Q2	$77K	Sell	1,695 -206	-11%	-$9.18K	﹤0.01%	726
2025 Q1	$86K	Buy	1,901 +168	+10%	+$7.5K	﹤0.01%	673
2024 Q4	$77K	Sell	1,733 -7,948	-82%	-$359K	﹤0.01%	670
2024 Q3	$450K	Buy	9,681 +4,344	+81%	+$198K	0.02%	340
2024 Q2	$237K	Buy	5,337 +5,137	+2,569%	+$227K	0.01%	437
2024 Q1	$9K	Hold	200	–	–	﹤0.01%	934
2023 Q4	$9K	Hold	200	–	–	﹤0.01%	908
2023 Q3	$8K	Sell	200 -54,398	-100%	-$2.36M	﹤0.01%	914
2023 Q2	$2.41M	Sell	54,598 -10,667	-16%	-$472K	0.13%	136
2023 Q1	$2.92M	Buy	65,265 +20,144	+45%	+$893K	0.17%	109
2022 Q4	$1.95M	Buy	+45,121	New	+$1.94M	0.12%	158

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

Capital Analysts LLC's IGEB Position: Q2 2026 in Review

Capital Analysts LLC held its iShares Investment Grade Systematic Bond ETF (IGEB) position steady in Q2 2026 at 200 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

Capital Analysts LLC first reported a position in IGEB in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.92M in Q1 2023. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Capital Analysts LLC held 200 shares of iShares Investment Grade Systematic Bond ETF worth $9K as of Q2 2026.
Capital Analysts LLC left its iShares Investment Grade Systematic Bond ETF share count unchanged in Q2 2026.
iShares Investment Grade Systematic Bond ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1308 holding.
Capital Analysts LLC first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2022 and has held it in 15 quarters since.
Capital Analysts LLC's iShares Investment Grade Systematic Bond ETF position peaked at $2.92M in Q1 2023.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.