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Independent Financial Group’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Independent Financial Group’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 		– Sell
-71,198
Closed -$3.21M – 1592
2026
Q1 		$3.21M Buy
+71,198
New +$3.25M 0.07% 281

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

Independent Financial Group's IGEB Position: Q2 2026 in Review

Independent Financial Group sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q2 2026, closing a stake of 71,198 shares — an estimated $3.21M sold.

Independent Financial Group first reported a position in IGEB in Q1 2026 and held it in 1 quarter. The position peaked at $3.21M in Q1 2026. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • Independent Financial Group reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Financial Group sold 71,198 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $3.21M.
  • Independent Financial Group first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2026 and held it in 1 quarter.
  • Independent Financial Group's iShares Investment Grade Systematic Bond ETF position peaked at $3.21M in Q1 2026.
  • 189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.