CreativeOne Wealth’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

CreativeOne Wealth’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	$1.23M	Buy	27,331 +3,408	+14%	+$154K	0.03%	505
2026 Q1	$1.08M	Buy	23,923 +465	+2%	+$21.2K	0.03%	547
2025 Q4	$1.07M	Sell	23,458 -835	-3%	-$38.3K	0.03%	526
2025 Q3	$1.12M	Buy	24,293 +690	+3%	+$31.4K	0.03%	504
2025 Q2	$1.07M	Buy	+23,603	New	+$1.05M	0.03%	510
2024 Q4	–	Sell	-124,328	Closed	-$5.78M	–	1096
2024 Q3	$5.78M	Buy	124,328 +70,657	+132%	+$3.22M	0.2%	105
2024 Q2	$2.38M	Buy	+53,671	New	+$2.37M	0.12%	172

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

CreativeOne Wealth's IGEB Position: Q2 2026 in Review

CreativeOne Wealth increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 14% in Q2 2026, buying an estimated $154K and bringing the position to 27,331 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #505.

CreativeOne Wealth first reported a position in IGEB in Q2 2024 and has held it in 7 quarters since. The position peaked at $5.78M in Q3 2024. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

CreativeOne Wealth held 27,331 shares of iShares Investment Grade Systematic Bond ETF worth $1.23M as of Q2 2026.
CreativeOne Wealth bought 3,408 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $154K.
iShares Investment Grade Systematic Bond ETF made up 0.03% of CreativeOne Wealth's portfolio in Q2 2026, its #505 holding.
CreativeOne Wealth first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and has held it in 7 quarters since.
CreativeOne Wealth's iShares Investment Grade Systematic Bond ETF position peaked at $5.78M in Q3 2024.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.