Kraft Davis & Associates’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Kraft Davis & Associates’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	–	Sell	-5,973	Closed	-$266K	–	155
2026 Q2	$266K	Buy	+5,973	New	+$269K	0.06%	128
2025 Q1	–	Sell	-6,021	Closed	-$267K	–	132
2024 Q4	$267K	Buy	6,021 +80	+1%	+$3.62K	0.08%	115
2024 Q3	$268K	Buy	5,941 +114	+2%	+$5.2K	0.08%	115
2024 Q2	$262K	Buy	5,827 +297	+5%	+$13.1K	0.08%	120
2024 Q1	$244K	Buy	5,530 +104	+2%	+$4.65K	0.07%	122
2023 Q4	$244K	Buy	+5,426	New	+$233K	0.07%	114

Other funds holding IGEB

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

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

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

Ameliora Wealth Management Zurich, Switzerland $350M AUM 14.23% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Kraft Davis & Associates's IGEB Position: Q3 2026 in Review

Kraft Davis & Associates sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q3 2026, closing a stake of 5,973 shares — an estimated $266K sold.

Kraft Davis & Associates first reported a position in IGEB in Q4 2023 and held it in 6 quarters. The position peaked at $268K in Q3 2024. 57 funds tracked by Wall St. Rank hold IGEB as of Q3 2026.

Kraft Davis & Associates reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q3 2026 after selling out during the quarter.
Kraft Davis & Associates sold 5,973 iShares Investment Grade Systematic Bond ETF shares in Q3 2026, an estimated $266K.
Kraft Davis & Associates first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2023 and held it in 6 quarters.
Kraft Davis & Associates's iShares Investment Grade Systematic Bond ETF position peaked at $268K in Q3 2024.
57 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q3 2026.

Based on Kraft Davis & Associates's 13F filing for Q3 2026, filed 21 Oct 2026.