Harbour Investments’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Harbour Investments’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	$5.2M	Sell	115,238 -340	-0.3%	-$15.3K	0.07%	263
2026 Q1	$5.21M	Buy	115,578 +10,443	+10%	+$476K	0.08%	232
2025 Q4	$4.8M	Buy	105,135 +6,834	+7%	+$314K	0.1%	203
2025 Q3	$4.53M	Buy	98,301 +120	+0.1%	+$5.46K	0.1%	185
2025 Q2	$4.46M	Buy	98,181 +1,693	+2%	+$75.4K	0.11%	168
2025 Q1	$4.34M	Buy	96,488 +17,438	+22%	+$778K	0.12%	154
2024 Q4	$3.51M	Buy	79,050 +24,800	+46%	+$1.12M	0.1%	175
2024 Q3	$2.52M	Buy	54,250 +11,002	+25%	+$502K	0.08%	224
2024 Q2	$1.92M	Buy	43,248 +1,381	+3%	+$61K	0.06%	263
2024 Q1	$1.88M	Buy	+41,867	New	+$1.87M	0.07%	268

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

Harbour Investments's IGEB Position: Q2 2026 in Review

Harbour Investments reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 0.29% in Q2 2026, selling an estimated $15.3K and leaving 115,238 shares worth $5.2M. The position accounts for 0.07% of the portfolio, ranked #263.

Harbour Investments first reported a position in IGEB in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.21M in Q1 2026. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Harbour Investments held 115,238 shares of iShares Investment Grade Systematic Bond ETF worth $5.2M as of Q2 2026.
Harbour Investments sold 340 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $15.3K.
iShares Investment Grade Systematic Bond ETF made up 0.07% of Harbour Investments's portfolio in Q2 2026, its #263 holding.
Harbour Investments first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2024 and has held it in 10 quarters since.
Harbour Investments's iShares Investment Grade Systematic Bond ETF position peaked at $5.21M in Q1 2026.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.