LFG
IGEB icon

Lockerman Financial Group’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Lockerman Financial Group’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 		$670K Buy
14,850
+4,755
+47% +$214K 1.02% 22
2026
Q1 		$455K Buy
10,095
+693
+7% +$31.6K 0.82% 39
2025
Q4 		$429K Buy
9,402
+7
+0.1% +$321 0.82% 37
2025
Q3 		$433K Buy
+9,395
New +$428K 0.55% 51

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 $445B AUM 25.58% 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
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

Lockerman Financial Group's IGEB Position: Q2 2026 in Review

Lockerman Financial Group increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 47% in Q2 2026, buying an estimated $214K and bringing the position to 14,850 shares worth $670K. The position accounts for 1.02% of the portfolio, ranked #22.

Lockerman Financial Group first reported a position in IGEB in Q3 2025 and has held it in 4 quarters since. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • Lockerman Financial Group held 14,850 shares of iShares Investment Grade Systematic Bond ETF worth $670K as of Q2 2026.
  • Lockerman Financial Group bought 4,755 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $214K.
  • iShares Investment Grade Systematic Bond ETF made up 1.02% of Lockerman Financial Group's portfolio in Q2 2026, its #22 holding.
  • Lockerman Financial Group first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.