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

Investment Advisory 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	$345K	Hold	7,644	–	–	0.07%	155
2026 Q1	$344K	Hold	7,644	–	–	0.09%	141
2025 Q4	$349K	Hold	7,644	–	–	0.09%	142
2025 Q3	$352K	Hold	7,644	–	–	0.1%	130
2025 Q2	$347K	Hold	7,644	–	–	0.11%	125
2025 Q1	$344K	Hold	7,644	–	–	0.12%	118
2024 Q4	$339K	Buy	7,644 +2,912	+62%	+$132K	0.11%	117
2024 Q3	$220K	Buy	+4,732	New	+$216K	0.08%	157

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

Investment Advisory Group's IGEB Position: Q2 2026 in Review

Investment Advisory Group held its iShares Investment Grade Systematic Bond ETF (IGEB) position steady in Q2 2026 at 7,644 shares worth $345K. The position accounts for 0.07% of the portfolio, ranked #155.

Investment Advisory Group first reported a position in IGEB in Q3 2024 and has held it in 8 quarters since. The position peaked at $352K in Q3 2025. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Investment Advisory Group held 7,644 shares of iShares Investment Grade Systematic Bond ETF worth $345K as of Q2 2026.
Investment Advisory Group left its iShares Investment Grade Systematic Bond ETF share count unchanged in Q2 2026.
iShares Investment Grade Systematic Bond ETF made up 0.07% of Investment Advisory Group's portfolio in Q2 2026, its #155 holding.
Investment Advisory Group first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2024 and has held it in 8 quarters since.
Investment Advisory Group's iShares Investment Grade Systematic Bond ETF position peaked at $352K in Q3 2025.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.