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Hennion & Walsh Asset Management’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Hennion & Walsh Asset 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 		$38.9M Buy
861,241
+78,275
+10% +$3.53M 1.11% 9
2026
Q1 		$35.3M Sell
782,966
-107,899
-12% -$4.92M 1.19% 9
2025
Q4 		$40.7M Buy
890,865
+45,684
+5% +$2.1M 1.4% 7
2025
Q3 		$38.9M Buy
845,181
+50,562
+6% +$2.3M 1.41% 7
2025
Q2 		$36.1M Sell
794,619
-336,432
-30% -$15M 1.46% 7
2025
Q1 		$50.9M Buy
1,131,051
+39,984
+4% +$1.78M 2.26% 4
2024
Q4 		$48.4M Buy
1,091,067
+152,298
+16% +$6.89M 2.19% 3
2024
Q3 		$43.6M Buy
938,769
+79,102
+9% +$3.61M 2.04% 4
2024
Q2 		$38.1M Buy
859,667
+119,464
+16% +$5.27M 1.96% 4
2024
Q1 		$33.2M Buy
740,203
+24,813
+3% +$1.11M 1.77% 6
2023
Q4 		$32.4M Sell
715,390
-79,825
-10% -$3.43M 1.85% 4
2023
Q3 		$33.7M Buy
795,215
+46,996
+6% +$2.04M 2.15% 4
2023
Q2 		$33.1M Buy
748,219
+89,647
+14% +$3.97M 1.96% 5
2023
Q1 		$29.4M Buy
658,572
+83,243
+14% +$3.69M 1.81% 5
2022
Q4 		$24.9M Buy
575,329
+8,786
+2% +$378K 1.54% 5
2022
Q3 		$24M Buy
566,543
+358,016
+172% +$16M 1.58% 5
2022
Q2 		$9.31M Buy
208,527
+2,832
+1% +$130K 0.58% 35
2022
Q1 		$9.98M Sell
205,695
-1,693
-0.8% -$84.6K 0.53% 38
2021
Q4 		$10.9M Buy
+207,388
New +$11.1M 0.54% 39

Other funds holding IGEB

WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Hennion & Walsh Asset Management's IGEB Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 10% in Q2 2026, buying an estimated $3.53M and bringing the position to 861,241 shares worth $38.9M. The position accounts for 1.11% of the portfolio, ranked #9.

Hennion & Walsh Asset Management first reported a position in IGEB in Q4 2021 and has held it in 19 quarters since. The position peaked at $50.9M in Q1 2025. 27 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • Hennion & Walsh Asset Management held 861,241 shares of iShares Investment Grade Systematic Bond ETF worth $38.9M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 78,275 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $3.53M.
  • iShares Investment Grade Systematic Bond ETF made up 1.11% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #9 holding.
  • Hennion & Walsh Asset Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Hennion & Walsh Asset Management's iShares Investment Grade Systematic Bond ETF position peaked at $50.9M in Q1 2025.
  • 27 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.