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 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

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

Sagespring Wealth Partners's IGEB Position: Q2 2026 in Review

Sagespring Wealth Partners increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 2.7% in Q2 2026, buying an estimated $36.8K and bringing the position to 31,016 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #281.

Sagespring Wealth Partners first reported a position in IGEB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.72M in Q3 2025. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Sagespring Wealth Partners held 31,016 shares of iShares Investment Grade Systematic Bond ETF worth $1.4M as of Q2 2026.
Sagespring Wealth Partners bought 817 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $36.8K.
iShares Investment Grade Systematic Bond ETF made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #281 holding.
Sagespring Wealth Partners first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's iShares Investment Grade Systematic Bond ETF position peaked at $1.72M in Q3 2025.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.