Hoese & Co’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Hoese & Co’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	$4.95M	Buy	109,648 +824	+0.8%	+$37.1K	3.21%	10
2026 Q1	$4.9M	Sell	108,824 -2,172	-2%	-$99K	3.64%	9
2025 Q4	$5.07M	Buy	110,996 +35,387	+47%	+$1.62M	3.61%	8
2025 Q3	$3.48M	Buy	75,609 +16,090	+27%	+$733K	2.66%	10
2025 Q2	$2.7M	Buy	59,519 +3,840	+7%	+$171K	2.18%	11
2025 Q1	$2.51M	Buy	55,679 +1,404	+3%	+$62.7K	2.17%	11
2024 Q4	$2.41M	Buy	54,275 +16,150	+42%	+$730K	2.09%	13
2024 Q3	$1.77M	Buy	+38,125	New	+$1.74M	1.48%	15

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

Hoese & Co's IGEB Position: Q2 2026 in Review

Hoese & Co increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 0.76% in Q2 2026, buying an estimated $37.1K and bringing the position to 109,648 shares worth $4.95M. The position accounts for 3.21% of the portfolio, ranked #10.

Hoese & Co first reported a position in IGEB in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.07M in Q4 2025. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Hoese & Co held 109,648 shares of iShares Investment Grade Systematic Bond ETF worth $4.95M as of Q2 2026.
Hoese & Co bought 824 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $37.1K.
iShares Investment Grade Systematic Bond ETF made up 3.21% of Hoese & Co's portfolio in Q2 2026, its #10 holding.
Hoese & Co first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2024 and has held it in 8 quarters since.
Hoese & Co's iShares Investment Grade Systematic Bond ETF position peaked at $5.07M in Q4 2025.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.