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

GeoWealth 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	$553K	Sell	12,249 -2,821	-19%	-$127K	0.02%	477
2026 Q1	$679K	Buy	15,070 +1,150	+8%	+$52.4K	0.02%	394
2025 Q4	$636K	Buy	13,920 +1,135	+9%	+$52.1K	0.02%	385
2025 Q3	$589K	Buy	12,785 +1,023	+9%	+$46.6K	0.02%	406
2025 Q2	$534K	Buy	11,762 +1,148	+11%	+$51.1K	0.02%	389
2025 Q1	$478K	Buy	10,614 +10,613	+1,061,300%	+$474K	0.02%	428
2024 Q4	$40	Sell	1 -1,155	-100%	-$52.2K	﹤0.01%	1780
2024 Q3	$53.7K	Buy	+1,156	New	+$52.7K	﹤0.01%	1052

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

GeoWealth Management's IGEB Position: Q2 2026 in Review

GeoWealth Management reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 19% in Q2 2026, selling an estimated $127K and leaving 12,249 shares worth $553K. The position accounts for 0.02% of the portfolio, ranked #477.

GeoWealth Management first reported a position in IGEB in Q3 2024 and has held it in 8 quarters since. The position peaked at $679K in Q1 2026. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

GeoWealth Management held 12,249 shares of iShares Investment Grade Systematic Bond ETF worth $553K as of Q2 2026.
GeoWealth Management sold 2,821 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $127K.
iShares Investment Grade Systematic Bond ETF made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #477 holding.
GeoWealth Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2024 and has held it in 8 quarters since.
GeoWealth Management's iShares Investment Grade Systematic Bond ETF position peaked at $679K in Q1 2026.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.