Convergence Financial’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Convergence Financial’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	$2.74M	Buy	60,768 +29,193	+92%	+$1.32M	0.22%	66
2026 Q1	$1.42M	Buy	31,575 +332	+1%	+$15.1K	0.15%	79
2025 Q4	$1.43M	Buy	31,243 +384	+1%	+$17.6K	0.21%	66
2025 Q3	$1.42M	Buy	30,859 +3,049	+11%	+$139K	0.21%	65
2025 Q2	$1.26M	Sell	27,810 -915	-3%	-$40.8K	0.22%	66
2025 Q1	$1.29M	Sell	28,725 -634	-2%	-$28.3K	0.25%	59
2024 Q4	$1.3M	Buy	29,359 +2,388	+9%	+$108K	0.26%	50
2024 Q3	$1.25M	Buy	26,971 +3,223	+14%	+$147K	0.27%	53
2024 Q2	$1.05M	Buy	+23,748	New	+$1.05M	0.28%	49

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

Convergence Financial's IGEB Position: Q2 2026 in Review

Convergence Financial increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 92% in Q2 2026, buying an estimated $1.32M and bringing the position to 60,768 shares worth $2.74M. The position accounts for 0.22% of the portfolio, ranked #66.

Convergence Financial first reported a position in IGEB in Q2 2024 and has held it in 9 quarters since. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Convergence Financial held 60,768 shares of iShares Investment Grade Systematic Bond ETF worth $2.74M as of Q2 2026.
Convergence Financial bought 29,193 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $1.32M.
iShares Investment Grade Systematic Bond ETF made up 0.22% of Convergence Financial's portfolio in Q2 2026, its #66 holding.
Convergence Financial first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and has held it in 9 quarters since.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.