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IFG Advisory’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

IFG Advisory’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 		$405K Buy
+8,979
New +$405K 0.01% 668
2026
Q1 		– Sell
-6,815
Closed -$311K – 597
2025
Q4 		$311K Buy
6,815
+138
+2% +$6.33K 0.01% 628
2025
Q3 		$307K Buy
6,677
+710
+12% +$32.3K 0.01% 629
2025
Q2 		$271K Buy
5,967
+859
+17% +$38.3K 0.01% 633
2025
Q1 		$230K Buy
5,108
+551
+12% +$24.6K 0.01% 629
2024
Q4 		$202K Buy
+4,557
New +$206K 0.01% 638
2024
Q3 		– Sell
-4,587
Closed -$204K – 492
2024
Q2 		$204K Buy
+4,587
New +$202K 0.01% 596

Other funds holding IGEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
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
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
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

IFG Advisory's IGEB Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares Investment Grade Systematic Bond ETF (IGEB) in Q2 2026: 8,979 shares worth $405K. The stake represents 0.01% of the portfolio and ranks #668 among its holdings. This is a return to the name: IFG Advisory previously reported a position in IGEB as recently as Q4 2025.

IFG Advisory first reported a position in IGEB in Q2 2024 and has held it in 7 quarters since. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • IFG Advisory held 8,979 shares of iShares Investment Grade Systematic Bond ETF worth $405K as of Q2 2026.
  • iShares Investment Grade Systematic Bond ETF was a new IFG Advisory position in Q2 2026.
  • iShares Investment Grade Systematic Bond ETF made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #668 holding.
  • IFG Advisory first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and has held it in 7 quarters since.
  • 189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.