Integrated Wealth Concepts’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Integrated Wealth Concepts’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	$376K	Buy	8,326 +777	+10%	+$35K	﹤0.01%	1846
2026 Q1	$340K	Buy	+7,549	New	+$344K	﹤0.01%	1778
2025 Q4	–	Sell	-10,001	Closed	-$460K	–	1833
2025 Q3	$460K	Sell	10,001 -157,172	-94%	-$7.16M	﹤0.01%	1396
2025 Q2	$7.6M	Buy	167,173 +33,013	+25%	+$1.47M	0.08%	247
2025 Q1	$6.04M	Buy	+134,160	New	+$5.99M	0.07%	272
2024 Q4	–	Sell	-7,393	Closed	-$344K	–	1752
2024 Q3	$344K	Buy	7,393 +162	+2%	+$7.38K	﹤0.01%	1253
2024 Q2	$321K	Buy	+7,231	New	+$319K	﹤0.01%	1280

Other funds holding IGEB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Integrated Wealth Concepts's IGEB Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 10% in Q2 2026, buying an estimated $35K and bringing the position to 8,326 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #1846.

Integrated Wealth Concepts first reported a position in IGEB in Q2 2024 and has held it in 7 quarters since. The position peaked at $7.6M in Q2 2025. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Integrated Wealth Concepts held 8,326 shares of iShares Investment Grade Systematic Bond ETF worth $376K as of Q2 2026.
Integrated Wealth Concepts bought 777 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $35K.
iShares Investment Grade Systematic Bond ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1846 holding.
Integrated Wealth Concepts first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and has held it in 7 quarters since.
Integrated Wealth Concepts's iShares Investment Grade Systematic Bond ETF position peaked at $7.6M in Q2 2025.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.