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

Destiny Wealth Partners’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 		– Sell
-2,230
Closed -$100K – 586
2026
Q1 		$100K Buy
+2,230
New +$102K 0.01% 335
2025
Q1 		– Sell
-5,155
Closed -$229K – 166
2024
Q4 		$229K Hold
5,155
– – 0.04% 153
2024
Q3 		$240K Hold
5,155
– – 0.04% 146
2024
Q2 		$229K Sell
5,155
-1,172
-19% -$51.7K 0.04% 145
2024
Q1 		$284K Hold
6,327
– – 0.05% 129
2023
Q4 		$283K Sell
6,327
-389
-6% -$16.7K 0.05% 133
2023
Q3 		$285K Hold
6,716
– – 0.06% 138
2023
Q2 		$297K Hold
6,716
– – 0.06% 138
2023
Q1 		$300K Buy
6,716
+1,664
+33% +$73.8K 0.06% 134
2022
Q4 		$219K Buy
5,052
+1,888
+60% +$81.1K 0.05% 175
2022
Q3 		$134K Sell
3,164
-1,491
-32% -$66.7K 0.03% 208
2022
Q2 		$208K Sell
4,655
-5,513
-54% -$252K 0.05% 184
2022
Q1 		$493K Sell
10,168
-1,296
-11% -$64.8K 0.1% 96
2021
Q4 		$604K Hold
11,464
– – 0.12% 101
2021
Q3 		$616K Hold
11,464
– – 0.12% 98
2021
Q2 		$621K Sell
11,464
-1,205
-10% -$64.3K 0.12% 108
2021
Q1 		$669K Sell
12,669
-3,297
-21% -$177K 0.14% 87
2020
Q4 		$883K Buy
+15,966
New +$876K 0.18% 78

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

Destiny Wealth Partners's IGEB Position: Q2 2026 in Review

Destiny Wealth Partners sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q2 2026, closing a stake of 2,230 shares — an estimated $100K sold.

Destiny Wealth Partners first reported a position in IGEB in Q4 2020 and held it in 18 quarters. The position peaked at $883K in Q4 2020. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • Destiny Wealth Partners reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 2,230 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $100K.
  • Destiny Wealth Partners first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2020 and held it in 18 quarters.
  • Destiny Wealth Partners's iShares Investment Grade Systematic Bond ETF position peaked at $883K in Q4 2020.
  • 189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.