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Evolution Wealth Management’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Evolution Wealth 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
Q2 		$8.48K Hold
188
– – 0.01% 609
2026
Q1 		$8.47K Hold
188
– – 0.01% 540
2025
Q4 		$8.58K Buy
+188
New +$8.63K 0.01% 466

Other funds holding IGEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
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
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
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Evolution Wealth Management's IGEB Position: Q2 2026 in Review

Evolution Wealth Management held its iShares Investment Grade Systematic Bond ETF (IGEB) position steady in Q2 2026 at 188 shares worth $8.48K. The position accounts for 0.01% of the portfolio, ranked #609.

Evolution Wealth Management first reported a position in IGEB in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.58K in Q4 2025. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • Evolution Wealth Management held 188 shares of iShares Investment Grade Systematic Bond ETF worth $8.48K as of Q2 2026.
  • Evolution Wealth Management left its iShares Investment Grade Systematic Bond ETF share count unchanged in Q2 2026.
  • iShares Investment Grade Systematic Bond ETF made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #609 holding.
  • Evolution Wealth Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Evolution Wealth Management's iShares Investment Grade Systematic Bond ETF position peaked at $8.58K in Q4 2025.
  • 189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.