CoreCap Advisors’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

CoreCap 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 Q3	$32.4K	Sell	757 -7	-0.9%	-$309	﹤0.01%	1601
2026 Q2	$34.5K	Hold	764	–	–	﹤0.01%	1578
2026 Q1	$34.4K	Hold	764	–	–	﹤0.01%	1468
2025 Q4	$34.9K	Buy	764 +7	+0.9%	+$321	﹤0.01%	1471
2025 Q3	$34.9K	Buy	+757	New	+$34.5K	﹤0.01%	1459
2024 Q4	–	Sell	-445	Closed	-$20.7K	–	2914
2024 Q3	$20.7K	Buy	445 +82	+23%	+$3.74K	﹤0.01%	1545
2024 Q2	$16.1K	Buy	363 +93	+34%	+$4.11K	﹤0.01%	963
2024 Q1	$12.1K	Buy	+270	New	+$12.1K	﹤0.01%	1682

Other funds holding IGEB

WFPG

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

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

CoreCap Advisors's IGEB Position: Q3 2026 in Review

CoreCap Advisors reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 0.92% in Q3 2026, selling an estimated $309 and leaving 757 shares worth $32.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1601.

CoreCap Advisors first reported a position in IGEB in Q1 2024 and has held it in 8 quarters since. The position peaked at $34.9K in Q4 2025. 5 funds tracked by Wall St. Rank hold IGEB as of Q3 2026.

CoreCap Advisors held 757 shares of iShares Investment Grade Systematic Bond ETF worth $32.4K as of Q3 2026.
CoreCap Advisors sold 7 iShares Investment Grade Systematic Bond ETF shares in Q3 2026, an estimated $309.
iShares Investment Grade Systematic Bond ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1601 holding.
CoreCap Advisors first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2024 and has held it in 8 quarters since.
CoreCap Advisors's iShares Investment Grade Systematic Bond ETF position peaked at $34.9K in Q4 2025.
5 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.