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

Leavell Investment 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 Q2	$205K	Sell	4,555 -90	-2%	-$4.05K	0.01%	617
2026 Q1	$209K	Hold	4,645	–	–	0.01%	587
2025 Q4	$212K	Hold	4,645	–	–	0.01%	569
2025 Q3	$214K	Sell	4,645 -60	-1%	-$2.73K	0.01%	564
2025 Q2	$214K	Sell	4,705 -175	-4%	-$7.8K	0.01%	555
2025 Q1	$220K	Sell	4,880 -1,295	-21%	-$57.8K	0.01%	519
2024 Q4	$274K	Sell	6,175 -3,500	-36%	-$158K	0.01%	472
2024 Q3	$450K	Buy	+9,675	New	+$441K	0.02%	401

Other funds holding IGEB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HWAM

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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Leavell Investment Management's IGEB Position: Q2 2026 in Review

Leavell Investment Management reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 1.9% in Q2 2026, selling an estimated $4.05K and leaving 4,555 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #617.

Leavell Investment Management first reported a position in IGEB in Q3 2024 and has held it in 8 quarters since. The position peaked at $450K in Q3 2024. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Leavell Investment Management held 4,555 shares of iShares Investment Grade Systematic Bond ETF worth $205K as of Q2 2026.
Leavell Investment Management sold 90 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $4.05K.
iShares Investment Grade Systematic Bond ETF made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #617 holding.
Leavell Investment Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2024 and has held it in 8 quarters since.
Leavell Investment Management's iShares Investment Grade Systematic Bond ETF position peaked at $450K in Q3 2024.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.