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 Q3	$3.54M	Buy	82,771 +4,257	+5%	+$188K	0.12%	97
2026 Q2	$3.54M	Buy	78,514 +22,672	+41%	+$1.02M	0.12%	100
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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Ameliora Wealth Management Zurich, Switzerland $350M AUM 14.23% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Hoese & Co Glencoe, Minnesota $152M AUM 8.89% 1-Year Est. Return

JB Capital's IGEB Position: Q3 2026 in Review

JB Capital increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 5.4% in Q3 2026, buying an estimated $188K and bringing the position to 82,771 shares worth $3.54M. The position accounts for 0.12% of the portfolio, ranked #97.

JB Capital first reported a position in IGEB in Q2 2024 and has held it in 8 quarters since. 54 funds tracked by Wall St. Rank hold IGEB as of Q3 2026.

JB Capital held 82,771 shares of iShares Investment Grade Systematic Bond ETF worth $3.54M as of Q3 2026.
JB Capital bought 4,257 iShares Investment Grade Systematic Bond ETF shares in Q3 2026, an estimated $188K.
iShares Investment Grade Systematic Bond ETF made up 0.12% of JB Capital's portfolio in Q3 2026, its #97 holding.
JB Capital first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and has held it in 8 quarters since.
54 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.