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 Q2	$1.31M	Buy	29,035 +2,070	+8%	+$93.3K	0.13%	147
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 $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

Keebeck Wealth Management's IGEB Position: Q2 2026 in Review

Keebeck Wealth Management increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 7.7% in Q2 2026, buying an estimated $93.3K and bringing the position to 29,035 shares worth $1.31M. The position accounts for 0.13% of the portfolio, ranked #147.

Keebeck Wealth Management first reported a position in IGEB in Q3 2024 and has held it in 5 quarters since. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Keebeck Wealth Management held 29,035 shares of iShares Investment Grade Systematic Bond ETF worth $1.31M as of Q2 2026.
Keebeck Wealth Management bought 2,070 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $93.3K.
iShares Investment Grade Systematic Bond ETF made up 0.13% of Keebeck Wealth Management's portfolio in Q2 2026, its #147 holding.
Keebeck Wealth Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2024 and has held it in 5 quarters since.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.