Diversify Advisory Services’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Diversify Advisory Services’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	$6.81M	Buy	+153,618	New	+$6.92M	0.11%	183
2026 Q1	–	Sell	-118,345	Closed	-$5.41M	–	518
2025 Q4	$5.41M	Buy	118,345 +11,237	+10%	+$516K	0.17%	93
2025 Q3	$4.89M	Buy	107,108 +102,141	+2,056%	+$4.65M	0.16%	101
2025 Q2	$226K	Buy	+4,967	New	+$221K	0.01%	754
2024 Q4	–	Sell	-8,529	Closed	-$387K	–	653
2024 Q3	$387K	Sell	8,529 -4,997	-37%	-$228K	0.02%	431
2024 Q2	$603K	Buy	+13,526	New	+$597K	0.03%	346

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

Diversify Advisory Services's IGEB Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares Investment Grade Systematic Bond ETF (IGEB) in Q2 2026: 153,618 shares worth $6.81M. The stake represents 0.11% of the portfolio and ranks #183 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in IGEB as recently as Q4 2025.

Diversify Advisory Services first reported a position in IGEB in Q2 2024 and has held it in 6 quarters since. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Diversify Advisory Services held 153,618 shares of iShares Investment Grade Systematic Bond ETF worth $6.81M as of Q2 2026.
iShares Investment Grade Systematic Bond ETF was a new Diversify Advisory Services position in Q2 2026.
iShares Investment Grade Systematic Bond ETF made up 0.11% of Diversify Advisory Services's portfolio in Q2 2026, its #183 holding.
Diversify Advisory Services first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and has held it in 6 quarters since.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.