Equitable Holdings’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Equitable Holdings’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	$38.5M	Buy	854,122 +124,166	+17%	+$5.59M	0.23%	97
2026 Q1	$33.3M	Buy	+729,956	New	+$33.3M	0.21%	105
2024 Q4	–	Sell	-21,847	Closed	-$1.02M	–	1310
2024 Q3	$1.02M	Buy	21,847 +810	+4%	+$36.9K	0.01%	678
2024 Q2	$933K	Buy	+21,037	New	+$929K	0.01%	665

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Equitable Holdings's IGEB Position: Q2 2026 in Review

Equitable Holdings increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 17% in Q2 2026, buying an estimated $5.59M and bringing the position to 854,122 shares worth $38.5M. The position accounts for 0.23% of the portfolio, ranked #97.

Equitable Holdings first reported a position in IGEB in Q2 2024 and has held it in 4 quarters since. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Equitable Holdings held 854,122 shares of iShares Investment Grade Systematic Bond ETF worth $38.5M as of Q2 2026.
Equitable Holdings bought 124,166 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $5.59M.
iShares Investment Grade Systematic Bond ETF made up 0.23% of Equitable Holdings's portfolio in Q2 2026, its #97 holding.
Equitable Holdings first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and has held it in 4 quarters since.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.