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

HB Wealth 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	$806K	Sell	17,864 -3,500	-16%	-$158K	﹤0.01%	840
2026 Q1	$963K	Sell	21,364 -700	-3%	-$31.9K	0.01%	679
2025 Q4	$1.01M	Sell	22,064 -50	-0.2%	-$2.29K	0.01%	618
2025 Q3	$1.02M	Sell	22,114 -7,562	-25%	-$344K	0.01%	598
2025 Q2	$1.35M	Sell	29,676 -528	-2%	-$23.5K	0.01%	463
2025 Q1	$1.36M	Buy	+30,204	New	+$1.35M	0.01%	470

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

HB Wealth Management's IGEB Position: Q2 2026 in Review

HB Wealth Management reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 16% in Q2 2026, selling an estimated $158K and leaving 17,864 shares worth $806K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

HB Wealth Management first reported a position in IGEB in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.36M in Q1 2025. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

HB Wealth Management held 17,864 shares of iShares Investment Grade Systematic Bond ETF worth $806K as of Q2 2026.
HB Wealth Management sold 3,500 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $158K.
iShares Investment Grade Systematic Bond ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #840 holding.
HB Wealth Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2025 and has held it in 6 quarters since.
HB Wealth Management's iShares Investment Grade Systematic Bond ETF position peaked at $1.36M in Q1 2025.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.