EP Wealth Advisors’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

EP Wealth 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	$260K	Buy	+5,771	New	+$260K	﹤0.01%	1371

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

EP Wealth Advisors's IGEB Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in iShares Investment Grade Systematic Bond ETF (IGEB) in Q2 2026: 5,771 shares worth $260K. The stake represents ﹤0.01% of the portfolio and ranks #1371 among its holdings.

189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

EP Wealth Advisors held 5,771 shares of iShares Investment Grade Systematic Bond ETF worth $260K as of Q2 2026.
iShares Investment Grade Systematic Bond ETF was a new EP Wealth Advisors position in Q2 2026.
iShares Investment Grade Systematic Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1371 holding.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.