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

Prime Capital 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	$1.5M	Buy	33,171 +215	+0.7%	+$9.69K	0.01%	434
2026 Q1	$1.48M	Buy	32,956 +713	+2%	+$32.5K	0.02%	415
2025 Q4	$1.47M	Sell	32,243 -1,958	-6%	-$89.9K	0.02%	413
2025 Q3	$1.57M	Sell	34,201 -933	-3%	-$42.5K	0.02%	381
2025 Q2	$1.6M	Sell	35,134 -1,914	-5%	-$85.3K	0.02%	368
2025 Q1	$1.67M	Buy	37,048 +1,862	+5%	+$83.1K	0.02%	396
2024 Q4	$1.56M	Sell	35,186 -4,612	-12%	-$209K	0.02%	341
2024 Q3	$1.85M	Buy	39,798 +78	+0.2%	+$3.56K	0.03%	323
2024 Q2	$1.76M	Sell	39,720 -681	-2%	-$30.1K	0.03%	332
2024 Q1	$1.81M	Buy	40,401 +22,157	+121%	+$991K	0.03%	360
2023 Q4	$825K	Buy	+18,244	New	+$785K	0.01%	465

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

Prime Capital Investment Advisors's IGEB Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 0.65% in Q2 2026, buying an estimated $9.69K and bringing the position to 33,171 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #434.

Prime Capital Investment Advisors first reported a position in IGEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.85M in Q3 2024. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Prime Capital Investment Advisors held 33,171 shares of iShares Investment Grade Systematic Bond ETF worth $1.5M as of Q2 2026.
Prime Capital Investment Advisors bought 215 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $9.69K.
iShares Investment Grade Systematic Bond ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #434 holding.
Prime Capital Investment Advisors first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2023 and has held it in 11 quarters since.
Prime Capital Investment Advisors's iShares Investment Grade Systematic Bond ETF position peaked at $1.85M in Q3 2024.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.