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

Capital Square’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 Q3	$219K	Buy	+5,129	New	+$226K	0.1%	221

Other funds holding IGEB

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Hoese & Co Glencoe, Minnesota $152M AUM 8.89% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Capital Square's IGEB Position: Q3 2026 in Review

Capital Square opened a new position in iShares Investment Grade Systematic Bond ETF (IGEB) in Q3 2026: 5,129 shares worth $219K. The stake represents 0.1% of the portfolio and ranks #221 among its holdings.

45 funds tracked by Wall St. Rank hold IGEB as of Q3 2026.

Capital Square held 5,129 shares of iShares Investment Grade Systematic Bond ETF worth $219K as of Q3 2026.
iShares Investment Grade Systematic Bond ETF was a new Capital Square position in Q3 2026.
iShares Investment Grade Systematic Bond ETF made up 0.1% of Capital Square's portfolio in Q3 2026, its #221 holding.
45 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.