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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 		$11.5M Sell
255,722
-72,103
-22% -$3.25M 0.15% 60
2026
Q1 		$14.8M Sell
327,825
-86,914
-21% -$3.96M 0.22% 52
2025
Q4 		$18.9M Sell
414,739
-58,188
-12% -$2.67M 0.29% 46
2025
Q3 		$21.8M Sell
472,927
-46,274
-9% -$2.11M 0.34% 42
2025
Q2 		$23.6M Sell
519,201
-92,173
-15% -$4.11M 0.4% 40
2025
Q1 		$27.5M Buy
+611,374
New +$27.3M 0.51% 36

Other funds holding IGEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

CLA (CliftonLarsonAllen) Wealth Advisors's IGEB Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 22% in Q2 2026, selling an estimated $3.25M and leaving 255,722 shares worth $11.5M. The position accounts for 0.15% of the portfolio, ranked #60.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IGEB in Q1 2025 and has held it in 6 quarters since. The position peaked at $27.5M in Q1 2025. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 255,722 shares of iShares Investment Grade Systematic Bond ETF worth $11.5M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 72,103 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $3.25M.
  • iShares Investment Grade Systematic Bond ETF made up 0.15% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #60 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares Investment Grade Systematic Bond ETF position peaked at $27.5M in Q1 2025.
  • 189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.