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 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	$9.66M	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 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

McGlone Suttner Wealth Management's IGEB Position: Q2 2026 in Review

McGlone Suttner Wealth Management reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 59% in Q2 2026, selling an estimated $830K and leaving 13,008 shares worth $587K. The position accounts for 0.07% of the portfolio, ranked #118.

McGlone Suttner Wealth Management first reported a position in IGEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.4M in Q4 2025. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

McGlone Suttner Wealth Management held 13,008 shares of iShares Investment Grade Systematic Bond ETF worth $587K as of Q2 2026.
McGlone Suttner Wealth Management sold 18,415 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $830K.
iShares Investment Grade Systematic Bond ETF made up 0.07% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #118 holding.
McGlone Suttner Wealth Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2023 and has held it in 11 quarters since.
McGlone Suttner Wealth Management's iShares Investment Grade Systematic Bond ETF position peaked at $13.4M in Q4 2025.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.