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

Mariner’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	$422K	Buy	9,349 +4,592	+97%	+$207K	﹤0.01%	2577
2026 Q1	$214K	Sell	4,757 -176	-4%	-$8.02K	﹤0.01%	3131
2025 Q4	$225K	Buy	4,933 +77	+2%	+$3.54K	﹤0.01%	3084
2025 Q3	$224K	Sell	4,856 -522	-10%	-$23.8K	﹤0.01%	3082
2025 Q2	$244K	Sell	5,378 -88	-2%	-$3.92K	﹤0.01%	2901
2025 Q1	$246K	Sell	5,466 -2,447	-31%	-$109K	﹤0.01%	2820
2024 Q4	$351K	Sell	7,913 -14,074	-64%	-$636K	﹤0.01%	2485
2024 Q3	$1.02M	Buy	21,987 +7,557	+52%	+$344K	﹤0.01%	1584
2024 Q2	$640K	Buy	+14,430	New	+$637K	﹤0.01%	1865

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

Mariner's IGEB Position: Q2 2026 in Review

Mariner increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 97% in Q2 2026, buying an estimated $207K and bringing the position to 9,349 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #2577.

Mariner first reported a position in IGEB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.02M in Q3 2024. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Mariner held 9,349 shares of iShares Investment Grade Systematic Bond ETF worth $422K as of Q2 2026.
Mariner bought 4,592 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $207K.
iShares Investment Grade Systematic Bond ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #2577 holding.
Mariner first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and has held it in 9 quarters since.
Mariner's iShares Investment Grade Systematic Bond ETF position peaked at $1.02M in Q3 2024.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.