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 Q3	$444K	Sell	10,388 -2,620	-20%	-$116K	0.05%	136
2026 Q2	$587K	Sell	13,008 -18,415	-59%	-$830K	0.07%	118
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	$9.7M	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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

AWM

Altus Wealth Management Ft Mitchell, Kentucky $263M AUM 13.74% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

McGlone Suttner Wealth Management's IGEB Position: Q3 2026 in Review

McGlone Suttner Wealth Management reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 20% in Q3 2026, selling an estimated $116K and leaving 10,388 shares worth $444K. The position accounts for 0.05% of the portfolio, ranked #136.

McGlone Suttner Wealth Management first reported a position in IGEB in Q4 2023 and has held it in 12 quarters since. The position peaked at $13.4M in Q4 2025. 29 funds tracked by Wall St. Rank hold IGEB as of Q3 2026.

McGlone Suttner Wealth Management held 10,388 shares of iShares Investment Grade Systematic Bond ETF worth $444K as of Q3 2026.
McGlone Suttner Wealth Management sold 2,620 iShares Investment Grade Systematic Bond ETF shares in Q3 2026, an estimated $116K.
iShares Investment Grade Systematic Bond ETF made up 0.05% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #136 holding.
McGlone Suttner Wealth Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2023 and has held it in 12 quarters since.
McGlone Suttner Wealth Management's iShares Investment Grade Systematic Bond ETF position peaked at $13.4M in Q4 2025.
29 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q3 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.