Shared Vision Wealth Group’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Shared Vision Wealth 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	$2.15M	Sell	47,666 -11,386	-19%	-$519K	0.88%	26
2025 Q4	$2.71M	Buy	59,052 +6,309	+12%	+$290K	1.1%	24
2025 Q3	$2.45M	Sell	52,743 -1,376	-3%	-$62.7K	1.04%	23
2025 Q2	$2.45M	Buy	54,119 +18,856	+53%	+$840K	1.22%	21
2025 Q1	$1.59M	Buy	35,263 +2,226	+7%	+$99.4K	0.87%	22
2024 Q4	$1.47M	Sell	33,037 -23,389	-41%	-$1.06M	0.77%	21
2024 Q3	$2.62M	Buy	56,426 +7,038	+14%	+$321K	1.4%	17
2024 Q2	$2.19M	Buy	49,388 +44,114	+836%	+$1.95M	1.27%	18
2024 Q1	$237K	Buy	+5,274	New	+$236K	0.15%	67

Other funds holding IGEB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Shared Vision Wealth Group's IGEB Position: Q1 2026 in Review

Shared Vision Wealth Group reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 19% in Q1 2026, selling an estimated $519K and leaving 47,666 shares worth $2.15M. The position accounts for 0.88% of the portfolio, ranked #26.

Shared Vision Wealth Group first reported a position in IGEB in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.71M in Q4 2025. 180 funds tracked by Wall St. Rank hold IGEB as of Q1 2026.

Shared Vision Wealth Group held 47,666 shares of iShares Investment Grade Systematic Bond ETF worth $2.15M as of Q1 2026.
Shared Vision Wealth Group sold 11,386 iShares Investment Grade Systematic Bond ETF shares in Q1 2026, an estimated $519K.
iShares Investment Grade Systematic Bond ETF made up 0.88% of Shared Vision Wealth Group's portfolio in Q1 2026, its #26 holding.
Shared Vision Wealth Group first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2024 and has held it in 9 quarters since.
Shared Vision Wealth Group's iShares Investment Grade Systematic Bond ETF position peaked at $2.71M in Q4 2025.
180 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.