NorthRock Partners’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

NorthRock Partners’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	$6.93M	Sell	153,630 -21,578	-12%	-$972K	0.1%	106
2026 Q1	$7.89M	Sell	175,208 -17,885	-9%	-$815K	0.13%	95
2025 Q4	$8.82M	Buy	193,093 +20,903	+12%	+$960K	0.15%	89
2025 Q3	$7.93M	Buy	172,190 +165,749	+2,573%	+$7.55M	0.14%	83
2025 Q2	$293K	Sell	6,441 -27,043	-81%	-$1.2M	0.01%	541
2025 Q1	$1.51M	Buy	+33,484	New	+$1.49M	0.05%	148

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NorthRock Partners's IGEB Position: Q2 2026 in Review

NorthRock Partners reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 12% in Q2 2026, selling an estimated $972K and leaving 153,630 shares worth $6.93M. The position accounts for 0.1% of the portfolio, ranked #106.

NorthRock Partners first reported a position in IGEB in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.82M in Q4 2025. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

NorthRock Partners held 153,630 shares of iShares Investment Grade Systematic Bond ETF worth $6.93M as of Q2 2026.
NorthRock Partners sold 21,578 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $972K.
iShares Investment Grade Systematic Bond ETF made up 0.1% of NorthRock Partners's portfolio in Q2 2026, its #106 holding.
NorthRock Partners first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2025 and has held it in 6 quarters since.
NorthRock Partners's iShares Investment Grade Systematic Bond ETF position peaked at $8.82M in Q4 2025.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.