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McGlone Suttner Wealth Management’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

McGlone Suttner Wealth Management’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 		$1.42M Sell
31,423
-261,184
-89% -$11.9M 0.19% 61
2025
Q4 		$13.4M Buy
292,607
+14,710
+5% +$675K 1.8% 12
2025
Q3 		$12.8M Buy
277,897
+5,292
+2% +$241K 1.79% 12
2025
Q2 		$12.4M Buy
272,605
+10,317
+4% +$460K 1.87% 12
2025
Q1 		$11.8M Buy
262,288
+9,425
+4% +$421K 1.94% 10
2024
Q4 		$11.2M Buy
252,863
+72,474
+40% +$3.28M 1.87% 11
2024
Q3 		$8.38M Buy
180,389
+46,435
+35% +$2.12M 1.74% 12
2024
Q2 		$6.06M Sell
133,954
-81,527
-38% -$3.6M 1.25% 12
2024
Q1 		$9.66M Buy
215,481
+81,527
+61% +$3.65M 1.81% 12
2023
Q4 		$6.06M Buy
+133,954
New +$5.76M 1.2% 12

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

McGlone Suttner Wealth Management's IGEB Position: Q1 2026 in Review

McGlone Suttner Wealth Management reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 89% in Q1 2026, selling an estimated $11.9M and leaving 31,423 shares worth $1.42M. The position accounts for 0.19% of the portfolio, ranked #61.

McGlone Suttner Wealth Management first reported a position in IGEB in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.4M in Q4 2025. 180 funds tracked by Wall St. Rank hold IGEB as of Q1 2026.

  • McGlone Suttner Wealth Management held 31,423 shares of iShares Investment Grade Systematic Bond ETF worth $1.42M as of Q1 2026.
  • McGlone Suttner Wealth Management sold 261,184 iShares Investment Grade Systematic Bond ETF shares in Q1 2026, an estimated $11.9M.
  • iShares Investment Grade Systematic Bond ETF made up 0.19% of McGlone Suttner Wealth Management's portfolio in Q1 2026, its #61 holding.
  • McGlone Suttner Wealth Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • McGlone Suttner Wealth Management's iShares Investment Grade Systematic Bond ETF position peaked at $13.4M in Q4 2025.
  • 180 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.