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International Assets Investment Management’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

International Assets Investment 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
Q2 		$32.5K Hold
725
– – ﹤0.01% 1453
2026
Q1 		$32.6K Sell
725
-1,641
-69% -$74.8K ﹤0.01% 1356
2025
Q4 		$108K Buy
+2,366
New +$109K 0.01% 989
2024
Q3 		– Sell
-1,882
Closed -$83.5K – 2179
2024
Q2 		$83.5K Buy
+1,882
New +$83.1K 0.01% 1005

Other funds holding IGEB

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWM
Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

International Assets Investment Management's IGEB Position: Q2 2026 in Review

International Assets Investment Management held its iShares Investment Grade Systematic Bond ETF (IGEB) position steady in Q2 2026 at 725 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

International Assets Investment Management first reported a position in IGEB in Q2 2024 and has held it in 4 quarters since. The position peaked at $108K in Q4 2025. 66 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • International Assets Investment Management held 725 shares of iShares Investment Grade Systematic Bond ETF worth $32.5K as of Q2 2026.
  • International Assets Investment Management left its iShares Investment Grade Systematic Bond ETF share count unchanged in Q2 2026.
  • iShares Investment Grade Systematic Bond ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1453 holding.
  • International Assets Investment Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and has held it in 4 quarters since.
  • International Assets Investment Management's iShares Investment Grade Systematic Bond ETF position peaked at $108K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.