Sharkey, Howes & Javer’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Sharkey, Howes & Javer’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	-10,968	Closed	-$501K	–	161
2025 Q4	$501K	Buy	+10,968	New	+$504K	0.06%	115
2024 Q4	–	Sell	-47,242	Closed	-$2.2M	–	148
2024 Q3	$2.2M	Buy	47,242 +7,054	+18%	+$322K	0.31%	54
2024 Q2	$1.78M	Buy	+40,188	New	+$1.77M	0.29%	50

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 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 $16.7B AUM 24.23% 1-Year Est. Return

Sharkey, Howes & Javer's IGEB Position: Q1 2026 in Review

Sharkey, Howes & Javer sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q1 2026, closing a stake of 10,968 shares — an estimated $501K sold.

Sharkey, Howes & Javer first reported a position in IGEB in Q2 2024 and held it in 3 quarters. The position peaked at $2.2M in Q3 2024. 180 funds tracked by Wall St. Rank hold IGEB as of Q1 2026.

Sharkey, Howes & Javer reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q1 2026 after selling out during the quarter.
Sharkey, Howes & Javer sold 10,968 iShares Investment Grade Systematic Bond ETF shares in Q1 2026, an estimated $501K.
Sharkey, Howes & Javer first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and held it in 3 quarters.
Sharkey, Howes & Javer's iShares Investment Grade Systematic Bond ETF position peaked at $2.2M in Q3 2024.
180 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q1 2026, filed 8 Apr 2026.