Icon Wealth Advisors’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Icon Wealth Advisors’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	$762K	Sell	16,889 -3,584	-18%	-$161K	0.05%	220
2026 Q1	$922K	Sell	20,473 -3,577	-15%	-$163K	0.06%	179
2025 Q4	$1.1M	Sell	24,050 -1,509	-6%	-$69.3K	0.07%	164
2025 Q3	$1.18M	Buy	25,559 +19,849	+348%	+$904K	0.08%	164
2025 Q2	$259K	Buy	5,710 +1,925	+51%	+$85.8K	0.02%	329
2025 Q1	$170K	Buy	3,785 +350	+10%	+$15.6K	0.01%	390
2024 Q4	$152K	Sell	3,435 -29,751	-90%	-$1.35M	0.01%	425
2024 Q3	$1.54M	Sell	33,186 -243	-0.7%	-$11.1K	0.13%	118
2024 Q2	$1.51M	Buy	33,429 +30,052	+890%	+$1.33M	0.13%	114
2024 Q1	$151K	Buy	+3,377	New	+$151K	0.01%	387

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

Icon Wealth Advisors's IGEB Position: Q2 2026 in Review

Icon Wealth Advisors reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 18% in Q2 2026, selling an estimated $161K and leaving 16,889 shares worth $762K. The position accounts for 0.05% of the portfolio, ranked #220.

Icon Wealth Advisors first reported a position in IGEB in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.54M in Q3 2024. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Icon Wealth Advisors held 16,889 shares of iShares Investment Grade Systematic Bond ETF worth $762K as of Q2 2026.
Icon Wealth Advisors sold 3,584 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $161K.
iShares Investment Grade Systematic Bond ETF made up 0.05% of Icon Wealth Advisors's portfolio in Q2 2026, its #220 holding.
Icon Wealth Advisors first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2024 and has held it in 10 quarters since.
Icon Wealth Advisors's iShares Investment Grade Systematic Bond ETF position peaked at $1.54M in Q3 2024.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.