Farther Finance Advisors’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Farther Finance 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	$1.85M	Buy	41,073 +4,342	+12%	+$196K	0.01%	787
2026 Q1	$1.65M	Sell	36,731 -5,690	-13%	-$259K	0.02%	732
2025 Q4	$1.94M	Buy	42,421 +11,094	+35%	+$509K	0.02%	595
2025 Q3	$1.44M	Buy	31,327 +1,624	+5%	+$74K	0.02%	573
2025 Q2	$1.35M	Sell	29,703 -7,337	-20%	-$327K	0.03%	483
2025 Q1	$1.66M	Buy	37,040 +13,112	+55%	+$585K	0.04%	350
2024 Q4	$1.06M	Sell	23,928 -3,898	-14%	-$176K	0.04%	356
2024 Q3	$1.29M	Buy	27,826 +3,768	+16%	+$172K	0.05%	286
2024 Q2	$1.06M	Buy	24,058 +22,389	+1,341%	+$988K	0.05%	294
2024 Q1	$74K	Buy	1,669 +443	+36%	+$19.8K	﹤0.01%	1050
2023 Q4	$55.5K	Buy	+1,226	New	+$52.7K	﹤0.01%	1001

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

Farther Finance Advisors's IGEB Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 12% in Q2 2026, buying an estimated $196K and bringing the position to 41,073 shares worth $1.85M. The position accounts for 0.01% of the portfolio, ranked #787.

Farther Finance Advisors first reported a position in IGEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.94M in Q4 2025. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Farther Finance Advisors held 41,073 shares of iShares Investment Grade Systematic Bond ETF worth $1.85M as of Q2 2026.
Farther Finance Advisors bought 4,342 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $196K.
iShares Investment Grade Systematic Bond ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #787 holding.
Farther Finance Advisors first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2023 and has held it in 11 quarters since.
Farther Finance Advisors's iShares Investment Grade Systematic Bond ETF position peaked at $1.94M in Q4 2025.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.