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

INVST’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 		$928K Buy
20,573
+4,729
+30% +$213K 0.09% 176
2026
Q1 		$714K Sell
15,844
-76
-0.5% -$3.46K 0.08% 210
2025
Q4 		$727K Buy
15,920
+3,244
+26% +$149K 0.08% 201
2025
Q3 		$584K Buy
12,676
+2,955
+30% +$135K 0.07% 230
2025
Q2 		$442K Buy
+9,721
New +$433K 0.06% 236
2024
Q4 		– Sell
-23,659
Closed -$1.1M – 256
2024
Q3 		$1.1M Sell
23,659
-5,930
-20% -$270K 0.13% 94
2024
Q2 		$1.3M Buy
+29,589
New +$1.31M 0.14% 90

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

INVST's IGEB Position: Q2 2026 in Review

INVST increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 30% in Q2 2026, buying an estimated $213K and bringing the position to 20,573 shares worth $928K. The position accounts for 0.09% of the portfolio, ranked #176.

INVST first reported a position in IGEB in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.3M in Q2 2024. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • INVST held 20,573 shares of iShares Investment Grade Systematic Bond ETF worth $928K as of Q2 2026.
  • INVST bought 4,729 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $213K.
  • iShares Investment Grade Systematic Bond ETF made up 0.09% of INVST's portfolio in Q2 2026, its #176 holding.
  • INVST first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and has held it in 7 quarters since.
  • INVST's iShares Investment Grade Systematic Bond ETF position peaked at $1.3M in Q2 2024.
  • 189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.