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Cornerstone Planning Group’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Cornerstone Planning Group’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 		$4.84K Sell
109
-210
-66% -$9.46K ﹤0.01% 1092
2026
Q1 		$14.3K Buy
319
+316
+10,533% +$14.4K ﹤0.01% 787
2025
Q4 		$138 Hold
3
– – ﹤0.01% 1645
2025
Q3 		$137 Hold
3
– – ﹤0.01% 1630
2025
Q2 		$134 Hold
3
– – ﹤0.01% 1480
2025
Q1 		$128 Hold
3
– – ﹤0.01% 1490
2024
Q4 		$128 Sell
3
-527
-99% -$23.8K ﹤0.01% 1343
2024
Q3 		$24K Sell
530
-110
-17% -$5.01K 0.01% 277
2024
Q2 		$29.1K Buy
+640
New +$28.2K 0.01% 267

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

Cornerstone Planning Group's IGEB Position: Q2 2026 in Review

Cornerstone Planning Group reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 66% in Q2 2026, selling an estimated $9.46K and leaving 109 shares worth $4.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

Cornerstone Planning Group first reported a position in IGEB in Q2 2024 and has held it in 9 quarters since. The position peaked at $29.1K in Q2 2024. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • Cornerstone Planning Group held 109 shares of iShares Investment Grade Systematic Bond ETF worth $4.84K as of Q2 2026.
  • Cornerstone Planning Group sold 210 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $9.46K.
  • iShares Investment Grade Systematic Bond ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1092 holding.
  • Cornerstone Planning Group first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Cornerstone Planning Group's iShares Investment Grade Systematic Bond ETF position peaked at $29.1K in Q2 2024.
  • 189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.