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Private Advisor Group’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Private Advisor 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 		$6.04M Sell
133,936
-207,557
-61% -$9.35M 0.03% 547
2026
Q1 		$15.4M Buy
341,493
+39,410
+13% +$1.8M 0.07% 292
2025
Q4 		$13.8M Buy
302,083
+16,265
+6% +$747K 0.06% 305
2025
Q3 		$13.2M Buy
285,818
+51,660
+22% +$2.35M 0.06% 313
2025
Q2 		$10.6M Buy
234,158
+8,086
+4% +$360K 0.06% 342
2025
Q1 		$10.2M Sell
226,072
-57,569
-20% -$2.57M 0.06% 331
2024
Q4 		$12.6M Buy
283,641
+22,792
+9% +$1.03M 0.07% 266
2024
Q3 		$12.1M Sell
260,849
-42,301
-14% -$1.93M 0.08% 259
2024
Q2 		$13.4M Buy
303,150
+58,965
+24% +$2.6M 0.09% 207
2024
Q1 		$11M Buy
244,185
+27,741
+13% +$1.24M 0.08% 240
2023
Q4 		$9.79M Buy
216,444
+87,968
+68% +$3.78M 0.08% 258
2023
Q3 		$5.45M Buy
128,476
+1,720
+1% +$74.7K 0.05% 367
2023
Q2 		$5.6M Buy
126,756
+1,953
+2% +$86.5K 0.05% 358
2023
Q1 		$5.58M Sell
124,803
-2,298
-2% -$102K 0.05% 356
2022
Q4 		$5.5M Sell
127,101
-331
-0.3% -$14.2K 0.28% 75
2022
Q3 		$5.39M Sell
127,432
-5,255
-4% -$235K 0.06% 312
2022
Q2 		$5.92M Buy
+132,687
New +$6.08M 0.05% 353

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

Private Advisor Group's IGEB Position: Q2 2026 in Review

Private Advisor Group reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 61% in Q2 2026, selling an estimated $9.35M and leaving 133,936 shares worth $6.04M. The position accounts for 0.03% of the portfolio, ranked #547.

Private Advisor Group first reported a position in IGEB in Q2 2022 and has held it in 17 quarters since. The position peaked at $15.4M in Q1 2026. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • Private Advisor Group held 133,936 shares of iShares Investment Grade Systematic Bond ETF worth $6.04M as of Q2 2026.
  • Private Advisor Group sold 207,557 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $9.35M.
  • iShares Investment Grade Systematic Bond ETF made up 0.03% of Private Advisor Group's portfolio in Q2 2026, its #547 holding.
  • Private Advisor Group first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Private Advisor Group's iShares Investment Grade Systematic Bond ETF position peaked at $15.4M in Q1 2026.
  • 189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.