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SageView Advisory Group’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

SageView Advisory 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
Q1 		– Sell
-620
Closed -$28.3K – 1438
2025
Q4 		$28.3K Buy
+620
New +$28.5K ﹤0.01% 1310

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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

SageView Advisory Group's IGEB Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q1 2026, closing a stake of 620 shares — an estimated $28.3K sold.

SageView Advisory Group first reported a position in IGEB in Q4 2025 and held it in 1 quarter. The position peaked at $28.3K in Q4 2025. 180 funds tracked by Wall St. Rank hold IGEB as of Q1 2026.

  • SageView Advisory Group reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 620 iShares Investment Grade Systematic Bond ETF shares in Q1 2026, an estimated $28.3K.
  • SageView Advisory Group first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's iShares Investment Grade Systematic Bond ETF position peaked at $28.3K in Q4 2025.
  • 180 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.