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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

State of New Jersey Common Pension Fund D

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return