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Journey Strategic Wealth’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Journey Strategic Wealth’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 		$352K Sell
7,805
-277
-3% -$12.6K 0.01% 468
2025
Q4 		$369K Buy
8,082
+119
+1% +$5.46K 0.01% 410
2025
Q3 		$367K Buy
+7,963
New +$363K 0.01% 392

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 $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 $29.3B AUM 38.15% 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

Journey Strategic Wealth's IGEB Position: Q1 2026 in Review

Journey Strategic Wealth reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 3.4% in Q1 2026, selling an estimated $12.6K and leaving 7,805 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #468.

Journey Strategic Wealth first reported a position in IGEB in Q3 2025 and has held it in 3 quarters since. The position peaked at $369K in Q4 2025. 180 funds tracked by Wall St. Rank hold IGEB as of Q1 2026.

  • Journey Strategic Wealth held 7,805 shares of iShares Investment Grade Systematic Bond ETF worth $352K as of Q1 2026.
  • Journey Strategic Wealth sold 277 iShares Investment Grade Systematic Bond ETF shares in Q1 2026, an estimated $12.6K.
  • iShares Investment Grade Systematic Bond ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #468 holding.
  • Journey Strategic Wealth first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Journey Strategic Wealth's iShares Investment Grade Systematic Bond ETF position peaked at $369K in Q4 2025.
  • 180 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.