Global Retirement Partners’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Global Retirement Partners’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	$339K	Buy	+7,514	New	+$339K	0.01%	1244
2025 Q4	$101K	Buy	2,218 +485	+28%	+$22.3K	﹤0.01%	1902
2025 Q3	$79.8K	Sell	1,733 -127	-7%	-$5.78K	﹤0.01%	1624
2025 Q2	$84.5K	Buy	+1,860	New	+$82.9K	﹤0.01%	1512
2024 Q4	$18K	Sell	406 -32,164	-99%	-$1.45M	﹤0.01%	2145
2024 Q3	$1.51M	Buy	32,570 +2,866	+10%	+$131K	0.05%	347
2024 Q2	$1.32M	Buy	29,704 +29,599	+28,190%	+$1.31M	0.04%	363
2024 Q1	$4.71K	Sell	105 -189	-64%	-$8.45K	﹤0.01%	2420
2023 Q4	$13.2K	Buy	+294	New	+$12.6K	﹤0.01%	1946

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

Global Retirement Partners's IGEB Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Investment Grade Systematic Bond ETF (IGEB) in Q2 2026: 7,514 shares worth $339K. The stake represents 0.01% of the portfolio and ranks #1244 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IGEB as recently as Q4 2025.

Global Retirement Partners first reported a position in IGEB in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.51M in Q3 2024. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Global Retirement Partners held 7,514 shares of iShares Investment Grade Systematic Bond ETF worth $339K as of Q2 2026.
iShares Investment Grade Systematic Bond ETF was a new Global Retirement Partners position in Q2 2026.
iShares Investment Grade Systematic Bond ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1244 holding.
Global Retirement Partners first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2023 and has held it in 9 quarters since.
Global Retirement Partners's iShares Investment Grade Systematic Bond ETF position peaked at $1.51M in Q3 2024.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.