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

GC Wealth Management RIA’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	$473K	Sell	10,491 -3,025	-22%	-$136K	0.03%	335
2026 Q1	$609K	Buy	13,516 +1,362	+11%	+$62.1K	0.03%	313
2025 Q4	$555K	Buy	12,154 +422	+4%	+$19.4K	0.02%	340
2025 Q3	$540K	Buy	11,732 +23	+0.2%	+$1.05K	0.02%	537
2025 Q2	$532K	Buy	11,709 +1,095	+10%	+$48.8K	0.04%	310
2025 Q1	$478K	Buy	+10,614	New	+$474K	0.09%	185

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

GC Wealth Management RIA's IGEB Position: Q2 2026 in Review

GC Wealth Management RIA reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 22% in Q2 2026, selling an estimated $136K and leaving 10,491 shares worth $473K. The position accounts for 0.03% of the portfolio, ranked #335.

GC Wealth Management RIA first reported a position in IGEB in Q1 2025 and has held it in 6 quarters since. The position peaked at $609K in Q1 2026. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

GC Wealth Management RIA held 10,491 shares of iShares Investment Grade Systematic Bond ETF worth $473K as of Q2 2026.
GC Wealth Management RIA sold 3,025 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $136K.
iShares Investment Grade Systematic Bond ETF made up 0.03% of GC Wealth Management RIA's portfolio in Q2 2026, its #335 holding.
GC Wealth Management RIA first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2025 and has held it in 6 quarters since.
GC Wealth Management RIA's iShares Investment Grade Systematic Bond ETF position peaked at $609K in Q1 2026.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.