Keebeck Wealth Management’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Keebeck Wealth Management’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	$1.22M	Sell	26,965 -256	-0.9%	-$11.7K	0.14%	143
2025 Q4	$1.24M	Buy	27,221 +9,231	+51%	+$424K	0.14%	139
2025 Q3	$828K	Buy	+17,990	New	+$819K	0.1%	157
2024 Q4	–	Sell	-4,446	Closed	-$207K	–	288
2024 Q3	$207K	Buy	+4,446	New	+$203K	0.03%	243

Other funds holding IGEB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Keebeck Wealth Management's IGEB Position: Q1 2026 in Review

Keebeck Wealth Management reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 0.94% in Q1 2026, selling an estimated $11.7K and leaving 26,965 shares worth $1.22M. The position accounts for 0.14% of the portfolio, ranked #143.

Keebeck Wealth Management first reported a position in IGEB in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.24M in Q4 2025. 180 funds tracked by Wall St. Rank hold IGEB as of Q1 2026.

Keebeck Wealth Management held 26,965 shares of iShares Investment Grade Systematic Bond ETF worth $1.22M as of Q1 2026.
Keebeck Wealth Management sold 256 iShares Investment Grade Systematic Bond ETF shares in Q1 2026, an estimated $11.7K.
iShares Investment Grade Systematic Bond ETF made up 0.14% of Keebeck Wealth Management's portfolio in Q1 2026, its #143 holding.
Keebeck Wealth Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2024 and has held it in 4 quarters since.
Keebeck Wealth Management's iShares Investment Grade Systematic Bond ETF position peaked at $1.24M in Q4 2025.
180 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.