Sagespring Wealth Partners’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Sagespring Wealth Partners’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 Q3	$1.37M	Buy	32,018 +1,002	+3%	+$44.2K	0.02%	297
2026 Q2	$1.4M	Buy	31,016 +817	+3%	+$36.8K	0.02%	281
2026 Q1	$1.36M	Sell	30,199 -2,756	-8%	-$126K	0.02%	260
2025 Q4	$1.5M	Sell	32,955 -4,325	-12%	-$199K	0.03%	235
2025 Q3	$1.72M	Buy	37,280 +9,819	+36%	+$447K	0.03%	207
2025 Q2	$1.25M	Buy	27,461 +5,372	+24%	+$239K	0.03%	244
2025 Q1	$994K	Buy	22,089 +3,664	+20%	+$164K	0.03%	242
2024 Q4	$817K	Buy	+18,425	New	+$833K	0.02%	251

Other funds holding IGEB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $348M AUM 3.63% 1-Year Est. Return

Sagespring Wealth Partners's IGEB Position: Q3 2026 in Review

Sagespring Wealth Partners increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 3.2% in Q3 2026, buying an estimated $44.2K and bringing the position to 32,018 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #297.

Sagespring Wealth Partners first reported a position in IGEB in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.72M in Q3 2025. 114 funds tracked by Wall St. Rank hold IGEB as of Q3 2026.

Sagespring Wealth Partners held 32,018 shares of iShares Investment Grade Systematic Bond ETF worth $1.37M as of Q3 2026.
Sagespring Wealth Partners bought 1,002 iShares Investment Grade Systematic Bond ETF shares in Q3 2026, an estimated $44.2K.
iShares Investment Grade Systematic Bond ETF made up 0.02% of Sagespring Wealth Partners's portfolio in Q3 2026, its #297 holding.
Sagespring Wealth Partners first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2024 and has held it in 8 quarters since.
Sagespring Wealth Partners's iShares Investment Grade Systematic Bond ETF position peaked at $1.72M in Q3 2025.
114 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.