Envestnet Portfolio Solutions’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Envestnet Portfolio Solutions’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	$15.9M	Buy	352,912 +108,913	+45%	+$4.91M	0.08%	158
2026 Q1	$11M	Buy	243,999 +17,935	+8%	+$818K	0.06%	179
2025 Q4	$10.3M	Buy	226,064 +48,652	+27%	+$2.23M	0.04%	233
2025 Q3	$8.17M	Buy	177,412 +12,306	+7%	+$560K	0.03%	259
2025 Q2	$7.5M	Buy	165,106 +117,372	+246%	+$5.23M	0.03%	272
2025 Q1	$2.15M	Sell	47,734 -8,986	-16%	-$401K	0.01%	561
2024 Q4	$2.52M	Sell	56,720 -766,704	-93%	-$34.7M	0.01%	587
2024 Q3	$38.3M	Buy	823,424 +12,339	+2%	+$562K	0.12%	87
2024 Q2	$36M	Buy	811,085 +763,278	+1,597%	+$33.7M	0.13%	90
2024 Q1	$2.14M	Sell	47,807 -532	-1%	-$23.8K	0.01%	616
2023 Q4	$2.19M	Buy	+48,339	New	+$2.08M	0.01%	570

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

Envestnet Portfolio Solutions's IGEB Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 45% in Q2 2026, buying an estimated $4.91M and bringing the position to 352,912 shares worth $15.9M. The position accounts for 0.08% of the portfolio, ranked #158.

Envestnet Portfolio Solutions first reported a position in IGEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $38.3M in Q3 2024. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Envestnet Portfolio Solutions held 352,912 shares of iShares Investment Grade Systematic Bond ETF worth $15.9M as of Q2 2026.
Envestnet Portfolio Solutions bought 108,913 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $4.91M.
iShares Investment Grade Systematic Bond ETF made up 0.08% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #158 holding.
Envestnet Portfolio Solutions first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2023 and has held it in 11 quarters since.
Envestnet Portfolio Solutions's iShares Investment Grade Systematic Bond ETF position peaked at $38.3M in Q3 2024.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.