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

Modern 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 		$1.31M Buy
29,133
+19,289
+196% +$869K 0.02% 462
2026
Q1 		$442K Buy
+9,844
New +$449K 0.01% 606

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

Modern Wealth Management's IGEB Position: Q2 2026 in Review

Modern Wealth Management increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 196% in Q2 2026, buying an estimated $869K and bringing the position to 29,133 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #462.

Modern Wealth Management first reported a position in IGEB in Q1 2026 and has held it in 2 quarters since. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • Modern Wealth Management held 29,133 shares of iShares Investment Grade Systematic Bond ETF worth $1.31M as of Q2 2026.
  • Modern Wealth Management bought 19,289 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $869K.
  • iShares Investment Grade Systematic Bond ETF made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #462 holding.
  • Modern Wealth Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.