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Key Capital Management’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Key Capital 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 		– Sell
-31
Closed -$1.42K – 722
2025
Q4 		$1.42K Buy
+31
New +$1.42K ﹤0.01% 415

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

Key Capital Management's IGEB Position: Q1 2026 in Review

Key Capital Management sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q1 2026, closing a stake of 31 shares — an estimated $1.42K sold.

Key Capital Management first reported a position in IGEB in Q4 2025 and held it in 1 quarter. The position peaked at $1.42K in Q4 2025. 180 funds tracked by Wall St. Rank hold IGEB as of Q1 2026.

  • Key Capital Management reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Key Capital Management sold 31 iShares Investment Grade Systematic Bond ETF shares in Q1 2026, an estimated $1.42K.
  • Key Capital Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2025 and held it in 1 quarter.
  • Key Capital Management's iShares Investment Grade Systematic Bond ETF position peaked at $1.42K in Q4 2025.
  • 180 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2026.

Based on Key Capital Management's 13F filing for Q1 2026, filed 7 May 2026.