NBC Securities’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

NBC Securities’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 Q1	–	Sell	-499	Closed	-$22.8K	–	2698
2025 Q4	$22.8K	Sell	499 -43	-8%	-$1.97K	﹤0.01%	1722
2025 Q3	$25K	Sell	542 -52	-9%	-$2.37K	﹤0.01%	1637
2025 Q2	$26K	Buy	+594	New	+$26.5K	﹤0.01%	1585
2024 Q1	–	Sell	-135	Closed	-$6K	–	2209
2023 Q4	$6K	Sell	135 -824	-86%	-$35.4K	﹤0.01%	1836
2023 Q3	$40K	Buy	+959	New	+$41.6K	﹤0.01%	1189

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

NBC Securities's IGEB Position: Q1 2026 in Review

NBC Securities sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q1 2026, closing a stake of 499 shares — an estimated $22.8K sold.

NBC Securities first reported a position in IGEB in Q3 2023 and held it in 5 quarters. The position peaked at $40K in Q3 2023. 180 funds tracked by Wall St. Rank hold IGEB as of Q1 2026.

NBC Securities reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q1 2026 after selling out during the quarter.
NBC Securities sold 499 iShares Investment Grade Systematic Bond ETF shares in Q1 2026, an estimated $22.8K.
NBC Securities first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2023 and held it in 5 quarters.
NBC Securities's iShares Investment Grade Systematic Bond ETF position peaked at $40K in Q3 2023.
180 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2026.

Based on NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.