Focus Partners Wealth
IGEB icon

Focus Partners Wealth’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Focus Partners Wealth’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 		$323K Buy
7,165
+1,966
+38% +$88.6K ﹤0.01% 2227
2026
Q1 		$234K Sell
5,199
-2,380
-31% -$109K ﹤0.01% 2318
2025
Q4 		$346K Hold
7,579
– – ﹤0.01% 2144
2025
Q3 		$349K Buy
7,579
+19
+0.3% +$865 ﹤0.01% 1776
2025
Q2 		$344K Buy
+7,560
New +$337K ﹤0.01% 1609

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

Focus Partners Wealth's IGEB Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 38% in Q2 2026, buying an estimated $88.6K and bringing the position to 7,165 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #2227.

Focus Partners Wealth first reported a position in IGEB in Q2 2025 and has held it in 5 quarters since. The position peaked at $349K in Q3 2025. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • Focus Partners Wealth held 7,165 shares of iShares Investment Grade Systematic Bond ETF worth $323K as of Q2 2026.
  • Focus Partners Wealth bought 1,966 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $88.6K.
  • iShares Investment Grade Systematic Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2227 holding.
  • Focus Partners Wealth first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Focus Partners Wealth's iShares Investment Grade Systematic Bond ETF position peaked at $349K in Q3 2025.
  • 189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

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