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

Capital Investment Advisory Services’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	$5.98K	Buy	132 +1	+0.8%	+$45	﹤0.01%	1203
2026 Q1	$5.89K	Buy	131 +1	+0.8%	+$46	﹤0.01%	1109
2025 Q4	$5.92K	Buy	130 +2	+2%	+$92	﹤0.01%	1064
2025 Q3	$5.87K	Buy	128 +2	+2%	+$91	﹤0.01%	1003
2025 Q2	$5.73K	Buy	126 +2	+2%	+$89	﹤0.01%	979
2025 Q1	$5.6K	Buy	124 +1	+0.8%	+$45	﹤0.01%	913
2024 Q4	$5.48K	Buy	123 +2	+2%	+$90	﹤0.01%	844
2024 Q3	$5.64K	Buy	121 +1	+0.8%	+$46	﹤0.01%	891
2024 Q2	$5.32K	Buy	120 +2	+2%	+$88	﹤0.01%	868
2024 Q1	$5.31K	Buy	118 +1	+0.9%	+$45	﹤0.01%	860
2023 Q4	$5.31K	Buy	117 +2	+2%	+$86	﹤0.01%	878
2023 Q3	$4.9K	Buy	+115	New	+$4.99K	﹤0.01%	846

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

Capital Investment Advisory Services increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 0.76% in Q2 2026, buying an estimated $45 and bringing the position to 132 shares worth $5.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Capital Investment Advisory Services first reported a position in IGEB in Q3 2023 and has held it in 12 quarters since. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Capital Investment Advisory Services held 132 shares of iShares Investment Grade Systematic Bond ETF worth $5.98K as of Q2 2026.
Capital Investment Advisory Services bought 1 iShares Investment Grade Systematic Bond ETF share in Q2 2026, an estimated $45.
iShares Investment Grade Systematic Bond ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1203 holding.
Capital Investment Advisory Services first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2023 and has held it in 12 quarters since.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

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