MA Private Wealth’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

MA Private Wealth’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 Q1	–	Sell	-21,063	Closed	-$962K	–	88
2025 Q4	$962K	Sell	21,063 -6,076	-22%	-$279K	0.16%	50
2025 Q3	$1.25M	Buy	27,139 +265	+1%	+$12.1K	0.21%	42
2025 Q2	$1.22M	Buy	26,874 +5,646	+27%	+$252K	0.22%	43
2025 Q1	$955K	Sell	21,228 -574	-3%	-$25.6K	0.18%	45
2024 Q4	$967K	Sell	21,802 -1,101	-5%	-$49.8K	0.18%	43
2024 Q3	$1.06M	Buy	22,903 +83	+0.4%	+$3.78K	0.2%	42
2024 Q2	$1.01M	Buy	+22,820	New	+$1.01M	0.2%	41

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

MA Private Wealth's IGEB Position: Q1 2026 in Review

MA Private Wealth sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q1 2026, closing a stake of 21,063 shares — an estimated $962K sold.

MA Private Wealth first reported a position in IGEB in Q2 2024 and held it in 7 quarters. The position peaked at $1.25M in Q3 2025. 180 funds tracked by Wall St. Rank hold IGEB as of Q1 2026.

MA Private Wealth reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q1 2026 after selling out during the quarter.
MA Private Wealth sold 21,063 iShares Investment Grade Systematic Bond ETF shares in Q1 2026, an estimated $962K.
MA Private Wealth first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and held it in 7 quarters.
MA Private Wealth's iShares Investment Grade Systematic Bond ETF position peaked at $1.25M in Q3 2025.
180 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2026.

Based on MA Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.