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

JB Capital’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
Q1 		$2.52M Buy
55,842
+8,719
+19% +$398K 0.1% 99
2025
Q4 		$2.15M Buy
47,123
+6,125
+15% +$281K 0.09% 114
2025
Q3 		$1.89M Buy
40,998
+8,038
+24% +$366K 0.08% 116
2025
Q2 		$1.5M Buy
+32,960
New +$1.47M 0.07% 113
2024
Q4 		– Sell
-16,058
Closed -$746K – 231
2024
Q3 		$746K Sell
16,058
-669
-4% -$30.5K 0.04% 129
2024
Q2 		$742K Buy
+16,727
New +$738K 0.05% 125

Other funds holding IGEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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 $15.5B AUM 19.09% 1-Year Est. Return

JB Capital's IGEB Position: Q1 2026 in Review

JB Capital increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 19% in Q1 2026, buying an estimated $398K and bringing the position to 55,842 shares worth $2.52M. The position accounts for 0.1% of the portfolio, ranked #99.

JB Capital first reported a position in IGEB in Q2 2024 and has held it in 6 quarters since. 180 funds tracked by Wall St. Rank hold IGEB as of Q1 2026.

  • JB Capital held 55,842 shares of iShares Investment Grade Systematic Bond ETF worth $2.52M as of Q1 2026.
  • JB Capital bought 8,719 iShares Investment Grade Systematic Bond ETF shares in Q1 2026, an estimated $398K.
  • iShares Investment Grade Systematic Bond ETF made up 0.1% of JB Capital's portfolio in Q1 2026, its #99 holding.
  • JB Capital first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and has held it in 6 quarters since.
  • 180 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.