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

OneDigital Investment 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	$28.9M	Buy	640,961 +50,382	+9%	+$2.27M	0.24%	80
2026 Q1	$26.6M	Sell	590,579 -124,013	-17%	-$5.65M	0.26%	75
2025 Q4	$32.6M	Sell	714,592 -18,892	-3%	-$867K	0.32%	64
2025 Q3	$33.8M	Buy	733,484 +1,876	+0.3%	+$85.4K	0.35%	56
2025 Q2	$33.2M	Buy	731,608 +107,070	+17%	+$4.77M	0.37%	53
2025 Q1	$28.1M	Buy	624,538 +93,105	+18%	+$4.16M	0.33%	60
2024 Q4	$23.6M	Buy	531,433 +87,109	+20%	+$3.94M	0.27%	72
2024 Q3	$20.6M	Sell	444,324 -430,245	-49%	-$19.6M	0.24%	84
2024 Q2	$38.8M	Buy	874,569 +514,879	+143%	+$22.7M	0.48%	43
2024 Q1	$16.1M	Buy	359,690 +47,158	+15%	+$2.11M	0.25%	87
2023 Q4	$14.1M	Buy	+312,532	New	+$13.4M	0.25%	90

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

OneDigital Investment Advisors's IGEB Position: Q2 2026 in Review

OneDigital Investment Advisors increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 8.5% in Q2 2026, buying an estimated $2.27M and bringing the position to 640,961 shares worth $28.9M. The position accounts for 0.24% of the portfolio, ranked #80.

OneDigital Investment Advisors first reported a position in IGEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $38.8M in Q2 2024. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

OneDigital Investment Advisors held 640,961 shares of iShares Investment Grade Systematic Bond ETF worth $28.9M as of Q2 2026.
OneDigital Investment Advisors bought 50,382 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $2.27M.
iShares Investment Grade Systematic Bond ETF made up 0.24% of OneDigital Investment Advisors's portfolio in Q2 2026, its #80 holding.
OneDigital Investment Advisors first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2023 and has held it in 11 quarters since.
OneDigital Investment Advisors's iShares Investment Grade Systematic Bond ETF position peaked at $38.8M in Q2 2024.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.