Envestnet Asset Management
IGEB icon

Envestnet Asset Management’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Envestnet Asset 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
Q1 		$142M Sell
3,143,707
-75,945
-2% -$3.46M 0.04% 424
2025
Q4 		$147M Sell
3,219,652
-138,994
-4% -$6.38M 0.04% 385
2025
Q3 		$155M Buy
3,358,646
+220,161
+7% +$10M 0.04% 377
2025
Q2 		$143M Buy
3,138,485
+1,275,912
+69% +$56.8M 0.04% 397
2025
Q1 		$83.8M Buy
1,862,573
+358,899
+24% +$16M 0.03% 530
2024
Q4 		$66.7M Sell
1,503,674
-5,127,789
-77% -$232M 0.02% 594
2024
Q3 		$308M Buy
6,631,463
+142,869
+2% +$6.51M 0.1% 182
2024
Q2 		$288M Buy
6,488,594
+5,308,807
+450% +$234M 0.1% 186
2024
Q1 		$52.9M Buy
1,179,787
+84,148
+8% +$3.76M 0.02% 647
2023
Q4 		$49.6M Buy
+1,095,639
New +$47.1M 0.02% 618
2023
Q3 		– Sell
-90,284
Closed -$3.99M – 4088
2023
Q2 		$3.99M Buy
90,284
+1,598
+2% +$70.7K ﹤0.01% 1841
2023
Q1 		$3.97M Buy
+88,686
New +$3.93M ﹤0.01% 1768
2020
Q2 		– Sell
-5,898
Closed -$290K – 3133
2020
Q1 		$290K Buy
5,898
+435
+8% +$22.5K ﹤0.01% 2567
2019
Q4 		$282K Buy
5,463
+1,018
+23% +$53.2K ﹤0.01% 2767
2019
Q3 		$235K Buy
+4,445
New +$232K ﹤0.01% 2789

Other funds holding IGEB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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 $15.5B AUM 19.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management's IGEB Position: Q1 2026 in Review

Envestnet Asset Management reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 2.4% in Q1 2026, selling an estimated $3.46M and leaving 3,143,707 shares worth $142M. The position accounts for 0.04% of the portfolio, ranked #424.

Envestnet Asset Management first reported a position in IGEB in Q3 2019 and has held it in 15 quarters since. The position peaked at $308M in Q3 2024. 180 funds tracked by Wall St. Rank hold IGEB as of Q1 2026.

  • Envestnet Asset Management held 3,143,707 shares of iShares Investment Grade Systematic Bond ETF worth $142M as of Q1 2026.
  • Envestnet Asset Management sold 75,945 iShares Investment Grade Systematic Bond ETF shares in Q1 2026, an estimated $3.46M.
  • iShares Investment Grade Systematic Bond ETF made up 0.04% of Envestnet Asset Management's portfolio in Q1 2026, its #424 holding.
  • Envestnet Asset Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2019 and has held it in 15 quarters since.
  • Envestnet Asset Management's iShares Investment Grade Systematic Bond ETF position peaked at $308M in Q3 2024.
  • 180 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.