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Sequoia Financial Advisors’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Sequoia Financial 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 		$437K Buy
9,680
+113
+1% +$5.09K ﹤0.01% 1425
2026
Q1 		$431K Buy
9,567
+5,089
+114% +$232K ﹤0.01% 1355
2025
Q4 		$204K Buy
4,478
+133
+3% +$6.11K ﹤0.01% 1802
2025
Q3 		$200K Sell
4,345
-102
-2% -$4.65K ﹤0.01% 1635
2025
Q2 		$202K Buy
+4,447
New +$198K ﹤0.01% 1482

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
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
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
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sequoia Financial Advisors's IGEB Position: Q2 2026 in Review

Sequoia Financial Advisors increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 1.2% in Q2 2026, buying an estimated $5.09K and bringing the position to 9,680 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

Sequoia Financial Advisors first reported a position in IGEB in Q2 2025 and has held it in 5 quarters since. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • Sequoia Financial Advisors held 9,680 shares of iShares Investment Grade Systematic Bond ETF worth $437K as of Q2 2026.
  • Sequoia Financial Advisors bought 113 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $5.09K.
  • iShares Investment Grade Systematic Bond ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1425 holding.
  • Sequoia Financial Advisors first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.