Janney Montgomery Scott’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Janney Montgomery Scott’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	$350K	Sell	7,751 -24,544	-76%	-$1.11M	﹤0.01%	2634
2026 Q1	$1.46M	Sell	32,295 -513,760	-94%	-$23.4M	﹤0.01%	1448
2025 Q4	$24.9M	Buy	546,055 +26,739	+5%	+$1.23M	0.06%	317
2025 Q3	$23.9M	Buy	519,316 +11,216	+2%	+$511K	0.06%	324
2025 Q2	$23.1M	Sell	508,100 -9,605	-2%	-$428K	0.06%	314
2025 Q1	$23.3M	Buy	517,705 +125,680	+32%	+$5.61M	0.07%	290
2024 Q4	$17.4M	Sell	392,025 -247,947	-39%	-$11.2M	0.05%	378
2024 Q3	$29.7M	Buy	639,972 +27,579	+5%	+$1.26M	0.08%	245
2024 Q2	$27.2M	Buy	612,393 +218,054	+55%	+$9.62M	0.08%	252
2024 Q1	$17.7M	Buy	394,339 +377,830	+2,289%	+$16.9M	0.05%	362
2023 Q4	$747K	Buy	+16,509	New	+$710K	﹤0.01%	1633

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

Janney Montgomery Scott's IGEB Position: Q2 2026 in Review

Janney Montgomery Scott reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 76% in Q2 2026, selling an estimated $1.11M and leaving 7,751 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #2634.

Janney Montgomery Scott first reported a position in IGEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $29.7M in Q3 2024. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Janney Montgomery Scott held 7,751 shares of iShares Investment Grade Systematic Bond ETF worth $350K as of Q2 2026.
Janney Montgomery Scott sold 24,544 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $1.11M.
iShares Investment Grade Systematic Bond ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2634 holding.
Janney Montgomery Scott first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2023 and has held it in 11 quarters since.
Janney Montgomery Scott's iShares Investment Grade Systematic Bond ETF position peaked at $29.7M in Q3 2024.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.