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Founders Financial Securities’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Founders Financial Securities’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 		$2.41M Buy
53,365
+1,934
+4% +$87.1K 0.12% 161
2026
Q1 		$2.33M Buy
51,431
+3,922
+8% +$179K 0.13% 153
2025
Q4 		$2.17M Buy
47,509
+8,419
+22% +$386K 0.13% 156
2025
Q3 		$1.8M Sell
39,090
-368
-0.9% -$16.8K 0.12% 166
2025
Q2 		$1.79M Sell
39,458
-6,441
-14% -$287K 0.14% 145
2025
Q1 		$2.06M Buy
45,899
+3,121
+7% +$139K 0.17% 121
2024
Q4 		$1.9M Buy
42,778
+5,618
+15% +$254K 0.17% 114
2024
Q3 		$1.73M Buy
37,160
+8,815
+31% +$402K 0.16% 120
2024
Q2 		$1.26M Buy
28,345
+10,421
+58% +$460K 0.12% 153
2024
Q1 		$804K Buy
17,924
+7,639
+74% +$342K 0.08% 192
2023
Q4 		$465K Buy
+10,285
New +$442K 0.05% 257

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

Founders Financial Securities's IGEB Position: Q2 2026 in Review

Founders Financial Securities increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 3.8% in Q2 2026, buying an estimated $87.1K and bringing the position to 53,365 shares worth $2.41M. The position accounts for 0.12% of the portfolio, ranked #161.

Founders Financial Securities first reported a position in IGEB in Q4 2023 and has held it in 11 quarters since. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • Founders Financial Securities held 53,365 shares of iShares Investment Grade Systematic Bond ETF worth $2.41M as of Q2 2026.
  • Founders Financial Securities bought 1,934 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $87.1K.
  • iShares Investment Grade Systematic Bond ETF made up 0.12% of Founders Financial Securities's portfolio in Q2 2026, its #161 holding.
  • Founders Financial Securities first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.