Patton Albertson Miller Group’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Patton Albertson Miller 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	$380K	Sell	8,425 -10,918	-56%	-$492K	0.04%	176
2026 Q1	$872K	Sell	19,343 -843	-4%	-$38.4K	0.1%	123
2025 Q4	$922K	Sell	20,186 -3,912	-16%	-$180K	0.11%	127
2025 Q3	$1.11M	Sell	24,098 -1,130	-4%	-$51.5K	0.13%	112
2025 Q2	$1.15M	Sell	25,228 -17,051	-40%	-$760K	0.15%	109
2025 Q1	$1.9M	Buy	42,279 +9,523	+29%	+$425K	0.28%	87
2024 Q4	$1.45M	Buy	32,756 +17,502	+115%	+$791K	0.19%	98
2024 Q3	$709K	Buy	+15,254	New	+$695K	0.1%	129

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

Patton Albertson Miller Group's IGEB Position: Q2 2026 in Review

Patton Albertson Miller Group reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 56% in Q2 2026, selling an estimated $492K and leaving 8,425 shares worth $380K. The position accounts for 0.04% of the portfolio, ranked #176.

Patton Albertson Miller Group first reported a position in IGEB in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.9M in Q1 2025. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Patton Albertson Miller Group held 8,425 shares of iShares Investment Grade Systematic Bond ETF worth $380K as of Q2 2026.
Patton Albertson Miller Group sold 10,918 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $492K.
iShares Investment Grade Systematic Bond ETF made up 0.04% of Patton Albertson Miller Group's portfolio in Q2 2026, its #176 holding.
Patton Albertson Miller Group first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2024 and has held it in 8 quarters since.
Patton Albertson Miller Group's iShares Investment Grade Systematic Bond ETF position peaked at $1.9M in Q1 2025.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.