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Merit Financial Group’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Merit Financial Group’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 		$28M Buy
620,167
+94,524
+18% +$4.26M 0.17% 105
2026
Q1 		$23.7M Buy
525,643
+61,010
+13% +$2.78M 0.18% 103
2025
Q4 		$21.2M Buy
464,633
+77,796
+20% +$3.57M 0.17% 104
2025
Q3 		$17.8M Buy
386,837
+138,026
+55% +$6.29M 0.16% 108
2025
Q2 		$11.3M Buy
248,811
+56,670
+29% +$2.52M 0.13% 129
2025
Q1 		$8.65M Buy
192,141
+177,768
+1,237% +$7.94M 0.13% 131
2024
Q4 		$638K Buy
14,373
+9,174
+176% +$415K 0.01% 638
2024
Q3 		$242K Buy
+5,199
New +$237K 0.01% 733

Other funds holding IGEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
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
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
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Merit Financial Group's IGEB Position: Q2 2026 in Review

Merit Financial Group increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 18% in Q2 2026, buying an estimated $4.26M and bringing the position to 620,167 shares worth $28M. The position accounts for 0.17% of the portfolio, ranked #105.

Merit Financial Group first reported a position in IGEB in Q3 2024 and has held it in 8 quarters since. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • Merit Financial Group held 620,167 shares of iShares Investment Grade Systematic Bond ETF worth $28M as of Q2 2026.
  • Merit Financial Group bought 94,524 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $4.26M.
  • iShares Investment Grade Systematic Bond ETF made up 0.17% of Merit Financial Group's portfolio in Q2 2026, its #105 holding.
  • Merit Financial Group first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.