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

Dynasty Wealth Management’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 		$1.91M Buy
42,428
+1,835
+5% +$82.7K 0.01% 135
2026
Q1 		$1.83M Sell
40,593
-47,467
-54% -$2.16M 0.02% 135
2025
Q4 		$4.02M Buy
88,060
+9,805
+13% +$450K 0.04% 95
2025
Q3 		$3.6M Buy
78,255
+35,741
+84% +$1.63M 0.05% 83
2025
Q2 		$1.93M Sell
42,514
-1,103
-3% -$49.1K 0.03% 87
2025
Q1 		$1.96M Buy
43,617
+7,101
+19% +$317K 0.03% 93
2024
Q4 		$1.62M Sell
36,516
-24,542
-40% -$1.11M 0.03% 111
2024
Q3 		$1.58M Buy
61,058
+24,282
+66% +$1.11M 0.05% 87
2024
Q2 		$1.63M Buy
+36,776
New +$1.62M 0.05% 89

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

Dynasty Wealth Management's IGEB Position: Q2 2026 in Review

Dynasty Wealth Management increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 4.5% in Q2 2026, buying an estimated $82.7K and bringing the position to 42,428 shares worth $1.91M. The position accounts for 0.01% of the portfolio, ranked #135.

Dynasty Wealth Management first reported a position in IGEB in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.02M in Q4 2025. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • Dynasty Wealth Management held 42,428 shares of iShares Investment Grade Systematic Bond ETF worth $1.91M as of Q2 2026.
  • Dynasty Wealth Management bought 1,835 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $82.7K.
  • iShares Investment Grade Systematic Bond ETF made up 0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #135 holding.
  • Dynasty Wealth Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Dynasty Wealth Management's iShares Investment Grade Systematic Bond ETF position peaked at $4.02M in Q4 2025.
  • 189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

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