LPL Financial
IGEB icon

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

LPL Financial’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 		$111M Sell
2,591,109
-123,225
-5% -$5.44M 0.02% 629
2026
Q2 		$122M Buy
2,714,334
+533,845
+24% +$24.1M 0.03% 566
2026
Q1 		$98.3M Sell
2,180,489
-242,141
-10% -$11M 0.03% 591
2025
Q4 		$111M Buy
2,422,630
+133,852
+6% +$6.14M 0.03% 505
2025
Q3 		$105M Buy
2,288,778
+272,609
+14% +$12.4M 0.03% 501
2025
Q2 		$91.6M Buy
2,016,169
+601,374
+43% +$26.8M 0.03% 510
2025
Q1 		$63.7M Buy
1,414,795
+95,664
+7% +$4.27M 0.02% 590
2024
Q4 		$58.5M Sell
1,319,131
-886,963
-40% -$40.1M 0.02% 582
2024
Q3 		$103M Buy
2,206,094
+74,677
+4% +$3.4M 0.05% 360
2024
Q2 		$94.5M Buy
2,131,417
+1,390,904
+188% +$61.4M 0.05% 349
2024
Q1 		$33.2M Buy
740,513
+179,107
+32% +$8.01M 0.02% 705
2023
Q4 		$25.4M Buy
561,406
+518,552
+1,210% +$22.3M 0.02% 772
2023
Q3 		$1.82M Buy
42,854
+28,347
+195% +$1.23M ﹤0.01% 2380
2023
Q2 		$641K Buy
14,507
+5,292
+57% +$234K ﹤0.01% 3225
2023
Q1 		$412K Buy
+9,215
New +$409K ﹤0.01% 3490
2022
Q2 		– Sell
-11,498
Closed -$558K – 4477
2022
Q1 		$558K Sell
11,498
-1,896
-14% -$94.8K ﹤0.01% 3112
2021
Q4 		$705K Sell
13,394
-2,360
-15% -$126K ﹤0.01% 2977
2021
Q3 		$846K Buy
15,754
+5,394
+52% +$293K ﹤0.01% 2754
2021
Q2 		$561K Sell
10,360
-13,573
-57% -$725K ﹤0.01% 3060
2021
Q1 		$1.26M Buy
23,933
+1,839
+8% +$98.9K ﹤0.01% 2195
2020
Q4 		$1.22M Buy
22,094
+13,898
+170% +$763K ﹤0.01% 2031
2020
Q3 		$446K Buy
8,196
+3,648
+80% +$201K ﹤0.01% 2568
2020
Q2 		$247K Sell
4,548
-1,599
-26% -$83.6K ﹤0.01% 2976
2020
Q1 		$302K Sell
6,147
-810
-12% -$41.8K ﹤0.01% 2503
2019
Q4 		$360K Buy
6,957
+1,254
+22% +$65.5K ﹤0.01% 2636
2019
Q3 		$301K Buy
5,703
+1,493
+35% +$77.8K ﹤0.01% 2677
2019
Q2 		$217K Buy
+4,210
New +$210K ﹤0.01% 2960

Other funds holding IGEB

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Waller Financial Planning Group
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Dorval Corp
Dorval Corp Maple Grove, Minnesota $348M AUM 3.63% 1-Year Est. Return
Ameliora Wealth Management
Ameliora Wealth Management Zurich, Switzerland $350M AUM 14.23% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Kelly Financial Services
Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return

LPL Financial's IGEB Position: Q3 2026 in Review

LPL Financial reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 4.5% in Q3 2026, selling an estimated $5.44M and leaving 2,591,109 shares worth $111M. The position accounts for 0.02% of the portfolio, ranked #629.

LPL Financial first reported a position in IGEB in Q2 2019 and has held it in 27 quarters since. The position peaked at $122M in Q2 2026. 97 funds tracked by Wall St. Rank hold IGEB as of Q3 2026.

  • LPL Financial held 2,591,109 shares of iShares Investment Grade Systematic Bond ETF worth $111M as of Q3 2026.
  • LPL Financial sold 123,225 iShares Investment Grade Systematic Bond ETF shares in Q3 2026, an estimated $5.44M.
  • iShares Investment Grade Systematic Bond ETF made up 0.02% of LPL Financial's portfolio in Q3 2026, its #629 holding.
  • LPL Financial first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2019 and has held it in 27 quarters since.
  • LPL Financial's iShares Investment Grade Systematic Bond ETF position peaked at $122M in Q2 2026.
  • 97 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.