Kelly Financial Services’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Kelly Financial Services’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	$10.7M	Sell	250,909 -2,506	-1%	-$111K	2.32%	15
2026 Q2	$11.4M	Buy	253,415 +163,073	+181%	+$7.35M	2.45%	12
2026 Q1	$4.08M	Buy	90,342 +3,491	+4%	+$159K	0.99%	28
2025 Q4	$3.97M	Buy	86,851 +14,083	+19%	+$647K	0.99%	26
2025 Q3	$3.35M	Buy	72,768 +13,173	+22%	+$600K	0.87%	27
2025 Q2	$2.71M	Buy	+59,595	New	+$2.65M	0.8%	29
2024 Q4	–	Sell	-86,510	Closed	-$4.02M	–	119
2024 Q3	$4.02M	Sell	86,510 -1,185	-1%	-$54K	1.47%	16
2024 Q2	$3.89M	Buy	+87,695	New	+$3.87M	1.39%	17

Other funds holding IGEB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

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

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Dorval Corp Maple Grove, Minnesota $348M AUM 3.63% 1-Year Est. Return

Kelly Financial Services's IGEB Position: Q3 2026 in Review

Kelly Financial Services reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 0.99% in Q3 2026, selling an estimated $111K and leaving 250,909 shares worth $10.7M. The position accounts for 2.32% of the portfolio, ranked #15.

Kelly Financial Services first reported a position in IGEB in Q2 2024 and has held it in 8 quarters since. The position peaked at $11.4M in Q2 2026. 114 funds tracked by Wall St. Rank hold IGEB as of Q3 2026.

Kelly Financial Services held 250,909 shares of iShares Investment Grade Systematic Bond ETF worth $10.7M as of Q3 2026.
Kelly Financial Services sold 2,506 iShares Investment Grade Systematic Bond ETF shares in Q3 2026, an estimated $111K.
iShares Investment Grade Systematic Bond ETF made up 2.32% of Kelly Financial Services's portfolio in Q3 2026, its #15 holding.
Kelly Financial Services first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and has held it in 8 quarters since.
Kelly Financial Services's iShares Investment Grade Systematic Bond ETF position peaked at $11.4M in Q2 2026.
114 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q3 2026.

Based on Kelly Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.