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

Nations 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 		$1.65M Buy
36,631
+6,565
+22% +$296K 0.08% 261
2026
Q1 		$1.35M Buy
30,066
+4,056
+16% +$185K 0.07% 296
2025
Q4 		$1.19M Buy
26,010
+8,970
+53% +$412K 0.06% 307
2025
Q3 		$785K Buy
17,040
+2,142
+14% +$97.6K 0.05% 379
2025
Q2 		$677K Buy
14,898
+3,185
+27% +$142K 0.05% 388
2025
Q1 		$527K Sell
11,713
-4,663
-28% -$208K 0.04% 413
2024
Q4 		$726K Buy
16,376
+6,041
+58% +$273K 0.05% 351
2024
Q3 		$480K Sell
10,335
-1,078
-9% -$49.1K 0.03% 446
2024
Q2 		$506K Sell
11,413
-308
-3% -$13.6K 0.04% 399
2024
Q1 		$526K Buy
11,721
+6,126
+109% +$274K 0.04% 405
2023
Q4 		$253K Buy
+5,595
New +$241K 0.02% 550

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

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

Nations Financial Group increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 22% in Q2 2026, buying an estimated $296K and bringing the position to 36,631 shares worth $1.65M. The position accounts for 0.08% of the portfolio, ranked #261.

Nations Financial Group first reported a position in IGEB in Q4 2023 and has held it in 11 quarters since. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • Nations Financial Group held 36,631 shares of iShares Investment Grade Systematic Bond ETF worth $1.65M as of Q2 2026.
  • Nations Financial Group bought 6,565 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $296K.
  • iShares Investment Grade Systematic Bond ETF made up 0.08% of Nations Financial Group's portfolio in Q2 2026, its #261 holding.
  • Nations Financial Group first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.