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Dorval Corp’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Dorval Corp’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 		$18.4M Buy
408,504
+9,345
+2% +$421K 5.3% 8
2026
Q1 		$18M Buy
399,159
+90,085
+29% +$4.11M 5.58% 7
2025
Q4 		$14.1M Buy
309,074
+36,442
+13% +$1.67M 4.5% 12
2025
Q3 		$12.6M Buy
272,632
+41,571
+18% +$1.89M 4.16% 12
2025
Q2 		$10.5M Buy
231,061
+26,845
+13% +$1.2M 3.76% 15
2025
Q1 		$9.25M Buy
204,216
+4,331
+2% +$193K 3.72% 16
2024
Q4 		$8.87M Buy
199,885
+10,582
+6% +$479K 3.52% 17
2024
Q3 		$8.67M Sell
189,303
-25,869
-12% -$1.18M 3.56% 17
2024
Q2 		$9.53M Buy
215,172
+11,512
+6% +$508K 4.2% 12
2024
Q1 		$9.06M Buy
203,660
+4,714
+2% +$211K 4.19% 11
2023
Q4 		$9M Buy
+198,946
New +$8.56M 4.31% 11

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

Dorval Corp's IGEB Position: Q2 2026 in Review

Dorval Corp increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 2.3% in Q2 2026, buying an estimated $421K and bringing the position to 408,504 shares worth $18.4M. The position accounts for 5.3% of the portfolio, ranked #8.

Dorval Corp first reported a position in IGEB in Q4 2023 and has held it in 11 quarters since. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • Dorval Corp held 408,504 shares of iShares Investment Grade Systematic Bond ETF worth $18.4M as of Q2 2026.
  • Dorval Corp bought 9,345 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $421K.
  • iShares Investment Grade Systematic Bond ETF made up 5.3% of Dorval Corp's portfolio in Q2 2026, its #8 holding.
  • Dorval Corp first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Dorval Corp's 13F filing for Q2 2026, filed 24 Jul 2026.