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NewEdge Advisors’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

NewEdge Advisors’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 		$1.09M Buy
24,203
+784
+3% +$35.3K ﹤0.01% 1601
2026
Q1 		$1.06M Buy
23,419
+1,030
+5% +$47K ﹤0.01% 1475
2025
Q4 		$1.02M Buy
22,389
+4,502
+25% +$207K ﹤0.01% 1474
2025
Q3 		$824K Buy
17,887
+278
+2% +$12.7K ﹤0.01% 1515
2025
Q2 		$800K Buy
17,609
+302
+2% +$13.5K ﹤0.01% 1416
2025
Q1 		$779K Sell
17,307
-5,634
-25% -$252K ﹤0.01% 1330
2024
Q4 		$1.02M Sell
22,941
-181,842
-89% -$8.22M 0.01% 1154
2024
Q3 		$9.52M Buy
204,783
+35,237
+21% +$1.61M 0.06% 306
2024
Q2 		$7.52M Buy
169,546
+154,652
+1,038% +$6.83M 0.05% 335
2024
Q1 		$668K Sell
14,894
-1,733
-10% -$77.5K 0.01% 1189
2023
Q4 		$752K Sell
16,627
-66
-0.4% -$2.84K 0.01% 1080
2023
Q3 		$708K Sell
16,693
-3,336
-17% -$145K 0.01% 1024
2023
Q2 		$885K Buy
20,029
+1,442
+8% +$63.8K 0.01% 926
2023
Q1 		$829K Sell
18,587
-3,729
-17% -$165K 0.01% 869
2022
Q4 		$966K Buy
+22,316
New +$959K 0.03% 521

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

NewEdge Advisors's IGEB Position: Q2 2026 in Review

NewEdge Advisors increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 3.3% in Q2 2026, buying an estimated $35.3K and bringing the position to 24,203 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1601.

NewEdge Advisors first reported a position in IGEB in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.52M in Q3 2024. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • NewEdge Advisors held 24,203 shares of iShares Investment Grade Systematic Bond ETF worth $1.09M as of Q2 2026.
  • NewEdge Advisors bought 784 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $35.3K.
  • iShares Investment Grade Systematic Bond ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1601 holding.
  • NewEdge Advisors first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's iShares Investment Grade Systematic Bond ETF position peaked at $9.52M in Q3 2024.
  • 189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.