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 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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Kelly Financial Services's IGEB Position: Q2 2026 in Review

Kelly Financial Services increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 181% in Q2 2026, buying an estimated $7.35M and bringing the position to 253,415 shares worth $11.4M. The position accounts for 2.45% of the portfolio, ranked #12.

Kelly Financial Services first reported a position in IGEB in Q2 2024 and has held it in 7 quarters since. 27 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Kelly Financial Services held 253,415 shares of iShares Investment Grade Systematic Bond ETF worth $11.4M as of Q2 2026.
Kelly Financial Services bought 163,073 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $7.35M.
iShares Investment Grade Systematic Bond ETF made up 2.45% of Kelly Financial Services's portfolio in Q2 2026, its #12 holding.
Kelly Financial Services first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and has held it in 7 quarters since.
27 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.