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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
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

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

CoreCap Advisors's IGEB Position: Q2 2026 in Review

CoreCap Advisors held its iShares Investment Grade Systematic Bond ETF (IGEB) position steady in Q2 2026 at 764 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

CoreCap Advisors first reported a position in IGEB in Q1 2024 and has held it in 7 quarters since. The position peaked at $34.9K in Q4 2025. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • CoreCap Advisors held 764 shares of iShares Investment Grade Systematic Bond ETF worth $34.5K as of Q2 2026.
  • CoreCap Advisors left its iShares Investment Grade Systematic Bond ETF share count unchanged in Q2 2026.
  • iShares Investment Grade Systematic Bond ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1578 holding.
  • CoreCap Advisors first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2024 and has held it in 7 quarters since.
  • CoreCap Advisors's iShares Investment Grade Systematic Bond ETF position peaked at $34.9K in Q4 2025.
  • 189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.