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

IFP 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	$1.05M	Sell	23,187 -58,080	-71%	-$2.62M	0.02%	720
2026 Q1	$3.66M	Sell	81,267 -14,119	-15%	-$644K	0.08%	284
2025 Q4	$4.36M	Sell	95,386 -14,175	-13%	-$651K	0.1%	222
2025 Q3	$5.04M	Buy	109,561 +50	+0%	+$2.28K	0.13%	173
2025 Q2	$4.98M	Buy	109,511 +45,535	+71%	+$2.03M	0.14%	157
2025 Q1	$2.88M	Buy	63,976 +18,425	+40%	+$823K	0.09%	265
2024 Q4	$2.02M	Buy	45,551 +32,505	+249%	+$1.47M	0.07%	335
2024 Q3	$606K	Buy	13,046 +2,442	+23%	+$111K	0.02%	620
2024 Q2	$470K	Buy	10,604 +10,419	+5,632%	+$460K	0.02%	678
2024 Q1	$8.3K	Buy	+185	New	+$8.27K	﹤0.01%	2301

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

IFP Advisors's IGEB Position: Q2 2026 in Review

IFP Advisors reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 71% in Q2 2026, selling an estimated $2.62M and leaving 23,187 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #720.

IFP Advisors first reported a position in IGEB in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.04M in Q3 2025. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

IFP Advisors held 23,187 shares of iShares Investment Grade Systematic Bond ETF worth $1.05M as of Q2 2026.
IFP Advisors sold 58,080 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $2.62M.
iShares Investment Grade Systematic Bond ETF made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #720 holding.
IFP Advisors first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2024 and has held it in 10 quarters since.
IFP Advisors's iShares Investment Grade Systematic Bond ETF position peaked at $5.04M in Q3 2025.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.