Commonwealth Equity Services
IGEB icon

Commonwealth Equity Services’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Commonwealth Equity 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 		$11.7M Buy
259,326
+67,521
+35% +$3.04M 0.01% 864
2026
Q1 		$8.64M Buy
191,805
+19,145
+11% +$873K 0.01% 965
2025
Q4 		$7.88M Buy
172,660
+6,912
+4% +$317K 0.01% 1029
2025
Q3 		$7.63M Sell
165,748
-71,164
-30% -$3.24M 0.01% 1075
2025
Q2 		$10.8M Buy
+236,912
New +$10.6M 0.01% 854
2025
Q1 		– Sell
-44,871
Closed -$1.99M – 4221
2024
Q4 		$1.99M Buy
44,871
+13,704
+44% +$620K ﹤0.01% 1875
2024
Q3 		$1.45M Sell
31,167
-42,059
-57% -$1.92M ﹤0.01% 2051
2024
Q2 		$3.25M Buy
73,226
+27,867
+61% +$1.23M 0.01% 1470
2024
Q1 		$2.03M Buy
45,359
+223
+0.5% +$9.97K ﹤0.01% 1776
2023
Q4 		$2.04M Buy
+45,136
New +$1.94M ﹤0.01% 1683

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

Commonwealth Equity Services's IGEB Position: Q2 2026 in Review

Commonwealth Equity Services increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 35% in Q2 2026, buying an estimated $3.04M and bringing the position to 259,326 shares worth $11.7M. The position accounts for 0.01% of the portfolio, ranked #864.

Commonwealth Equity Services first reported a position in IGEB in Q4 2023 and has held it in 10 quarters since. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • Commonwealth Equity Services held 259,326 shares of iShares Investment Grade Systematic Bond ETF worth $11.7M as of Q2 2026.
  • Commonwealth Equity Services bought 67,521 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $3.04M.
  • iShares Investment Grade Systematic Bond ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #864 holding.
  • Commonwealth Equity Services first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.