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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
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

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
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
SL
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
HC
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

Kraft Davis & Associates's IGEB Position: Q2 2026 in Review

Kraft Davis & Associates opened a new position in iShares Investment Grade Systematic Bond ETF (IGEB) in Q2 2026: 5,973 shares worth $266K. The stake represents 0.06% of the portfolio and ranks #128 among its holdings. This is a return to the name: Kraft Davis & Associates previously reported a position in IGEB as recently as Q4 2024.

Kraft Davis & Associates first reported a position in IGEB in Q4 2023 and has held it in 6 quarters since. The position peaked at $268K in Q3 2024. 27 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • Kraft Davis & Associates held 5,973 shares of iShares Investment Grade Systematic Bond ETF worth $266K as of Q2 2026.
  • iShares Investment Grade Systematic Bond ETF was a new Kraft Davis & Associates position in Q2 2026.
  • iShares Investment Grade Systematic Bond ETF made up 0.06% of Kraft Davis & Associates's portfolio in Q2 2026, its #128 holding.
  • Kraft Davis & Associates first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2023 and has held it in 6 quarters since.
  • Kraft Davis & Associates's iShares Investment Grade Systematic Bond ETF position peaked at $268K in Q3 2024.
  • 27 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Kraft Davis & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.