Raymond James Financial’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Raymond James Financial’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	$2.63M	Sell	58,233 -14,716	-20%	-$663K	﹤0.01%	3289
2026 Q1	$3.29M	Sell	72,949 -23,979	-25%	-$1.09M	﹤0.01%	2941
2025 Q4	$4.43M	Sell	96,928 -5,243	-5%	-$241K	﹤0.01%	2617
2025 Q3	$4.7M	Sell	102,171 -11,592	-10%	-$528K	﹤0.01%	2496
2025 Q2	$5.17M	Sell	113,763 -25,266	-18%	-$1.13M	﹤0.01%	2361
2025 Q1	$6.26M	Sell	139,029 -57,971	-29%	-$2.59M	﹤0.01%	2177
2024 Q4	$8.74M	Buy	+197,000	New	+$8.91M	﹤0.01%	1937

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

Raymond James Financial's IGEB Position: Q2 2026 in Review

Raymond James Financial reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 20% in Q2 2026, selling an estimated $663K and leaving 58,233 shares worth $2.63M. The position accounts for ﹤0.01% of the portfolio, ranked #3289.

Raymond James Financial first reported a position in IGEB in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.74M in Q4 2024. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Raymond James Financial held 58,233 shares of iShares Investment Grade Systematic Bond ETF worth $2.63M as of Q2 2026.
Raymond James Financial sold 14,716 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $663K.
iShares Investment Grade Systematic Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3289 holding.
Raymond James Financial first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's iShares Investment Grade Systematic Bond ETF position peaked at $8.74M in Q4 2024.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.