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Lloyd Advisory Services’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Lloyd Advisory 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 		– Sell
-1,263
Closed -$56.9K – 806
2026
Q1 		$56.9K Buy
+1,263
New +$57.6K 0.02% 257

Other funds holding IGEB

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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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
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
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
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Lloyd Advisory Services's IGEB Position: Q2 2026 in Review

Lloyd Advisory Services sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q2 2026, closing a stake of 1,263 shares — an estimated $56.9K sold.

Lloyd Advisory Services first reported a position in IGEB in Q1 2026 and held it in 1 quarter. The position peaked at $56.9K in Q1 2026. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • Lloyd Advisory Services reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 1,263 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $56.9K.
  • Lloyd Advisory Services first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's iShares Investment Grade Systematic Bond ETF position peaked at $56.9K in Q1 2026.
  • 189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.