IHT Wealth Management’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

IHT Wealth 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 Q1	$500K	Buy	11,102 +6,013	+118%	+$274K	0.01%	829
2025 Q4	$232K	Sell	5,089 -1,543	-23%	-$70.8K	0.01%	1067
2025 Q3	$305K	Sell	6,632 -3,961	-37%	-$180K	0.01%	924
2025 Q2	$481K	Sell	10,593 -7,539	-42%	-$336K	0.01%	712
2025 Q1	$816K	Sell	18,132 -90,318	-83%	-$4.03M	0.03%	524
2024 Q4	$4.81M	Sell	108,450 -493,111	-82%	-$22.3M	0.16%	133
2024 Q3	$28M	Buy	601,561 +197,511	+49%	+$9M	0.79%	21
2024 Q2	$17.9M	Buy	+404,050	New	+$17.8M	0.67%	23

Other funds holding IGEB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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 $15.5B AUM 19.09% 1-Year Est. Return

IHT Wealth Management's IGEB Position: Q1 2026 in Review

IHT Wealth Management increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 118% in Q1 2026, buying an estimated $274K and bringing the position to 11,102 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #829.

IHT Wealth Management first reported a position in IGEB in Q2 2024 and has held it in 8 quarters since. The position peaked at $28M in Q3 2024. 180 funds tracked by Wall St. Rank hold IGEB as of Q1 2026.

IHT Wealth Management held 11,102 shares of iShares Investment Grade Systematic Bond ETF worth $500K as of Q1 2026.
IHT Wealth Management bought 6,013 iShares Investment Grade Systematic Bond ETF shares in Q1 2026, an estimated $274K.
iShares Investment Grade Systematic Bond ETF made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #829 holding.
IHT Wealth Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and has held it in 8 quarters since.
IHT Wealth Management's iShares Investment Grade Systematic Bond ETF position peaked at $28M in Q3 2024.
180 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.