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

MASECO 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 		$270 Hold
6
– – ﹤0.01% 377
2025
Q4 		$274 Hold
6
– – ﹤0.01% 529
2025
Q3 		$276 Buy
+6
New +$273 ﹤0.01% 258

Other funds holding IGEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

MASECO Private Wealth held its iShares Investment Grade Systematic Bond ETF (IGEB) position steady in Q1 2026 at 6 shares worth $270. The position accounts for ﹤0.01% of the portfolio, ranked #377.

MASECO Private Wealth first reported a position in IGEB in Q3 2025 and has held it in 3 quarters since. The position peaked at $276 in Q3 2025. 180 funds tracked by Wall St. Rank hold IGEB as of Q1 2026.

  • MASECO Private Wealth held 6 shares of iShares Investment Grade Systematic Bond ETF worth $270 as of Q1 2026.
  • MASECO Private Wealth left its iShares Investment Grade Systematic Bond ETF share count unchanged in Q1 2026.
  • iShares Investment Grade Systematic Bond ETF made up ﹤0.01% of MASECO Private Wealth's portfolio in Q1 2026, its #377 holding.
  • MASECO Private Wealth first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • MASECO Private Wealth's iShares Investment Grade Systematic Bond ETF position peaked at $276 in Q3 2025.
  • 180 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.