Eagle Global Advisors’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Eagle Global Advisors’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	$2.04M	Sell	45,225 -805	-2%	-$36.3K	0.07%	133
2026 Q1	$2.07M	Sell	46,030 -1,000	-2%	-$45.6K	0.07%	130
2025 Q4	$2.15M	Buy	47,030 +27,210	+137%	+$1.25M	0.08%	130
2025 Q3	$913K	Buy	19,820 +3,950	+25%	+$180K	0.04%	174
2025 Q2	$721K	Buy	15,870 +120	+0.8%	+$5.35K	0.03%	173
2025 Q1	$709K	Buy	15,750 +3,850	+32%	+$172K	0.03%	180
2024 Q4	$528K	Buy	11,900 +6,700	+129%	+$303K	0.02%	193
2024 Q3	$242K	Hold	5,200	–	–	0.01%	226
2024 Q2	$231K	Buy	+5,200	New	+$230K	0.01%	221

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

Eagle Global Advisors's IGEB Position: Q2 2026 in Review

Eagle Global Advisors reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 1.7% in Q2 2026, selling an estimated $36.3K and leaving 45,225 shares worth $2.04M. The position accounts for 0.07% of the portfolio, ranked #133.

Eagle Global Advisors first reported a position in IGEB in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.15M in Q4 2025. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Eagle Global Advisors held 45,225 shares of iShares Investment Grade Systematic Bond ETF worth $2.04M as of Q2 2026.
Eagle Global Advisors sold 805 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $36.3K.
iShares Investment Grade Systematic Bond ETF made up 0.07% of Eagle Global Advisors's portfolio in Q2 2026, its #133 holding.
Eagle Global Advisors first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and has held it in 9 quarters since.
Eagle Global Advisors's iShares Investment Grade Systematic Bond ETF position peaked at $2.15M in Q4 2025.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Eagle Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.