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

Prosperity Capital 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	$3.82M	Buy	84,783 +27,199	+47%	+$1.23M	0.19%	87
2026 Q1	$2.59M	Buy	57,584 +8,113	+16%	+$370K	0.15%	103
2025 Q4	$2.26M	Buy	49,471 +12,094	+32%	+$555K	0.14%	105
2025 Q3	$1.72M	Buy	37,377 +6,357	+20%	+$290K	0.1%	132
2025 Q2	$1.41M	Buy	+31,020	New	+$1.38M	0.09%	148
2024 Q4	–	Sell	-28,960	Closed	-$1.35M	–	348
2024 Q3	$1.35M	Buy	28,960 +6,985	+32%	+$318K	0.11%	128
2024 Q2	$975K	Buy	+21,975	New	+$970K	0.11%	136

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

Prosperity Capital Advisors's IGEB Position: Q2 2026 in Review

Prosperity Capital Advisors increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 47% in Q2 2026, buying an estimated $1.23M and bringing the position to 84,783 shares worth $3.82M. The position accounts for 0.19% of the portfolio, ranked #87.

Prosperity Capital Advisors first reported a position in IGEB in Q2 2024 and has held it in 7 quarters since. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Prosperity Capital Advisors held 84,783 shares of iShares Investment Grade Systematic Bond ETF worth $3.82M as of Q2 2026.
Prosperity Capital Advisors bought 27,199 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $1.23M.
iShares Investment Grade Systematic Bond ETF made up 0.19% of Prosperity Capital Advisors's portfolio in Q2 2026, its #87 holding.
Prosperity Capital Advisors first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and has held it in 7 quarters since.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.