ShoreHaven Wealth Partners’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

ShoreHaven 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	$1.24M	Buy	27,411 +703	+3%	+$31.7K	0.39%	48
2026 Q1	$1.2M	Sell	26,708 -3,287	-11%	-$150K	0.43%	48
2025 Q4	$1.37M	Buy	29,995 +1,450	+5%	+$66.6K	0.49%	41
2025 Q3	$1.31M	Buy	+28,545	New	+$1.3M	0.49%	42
2024 Q4	–	Sell	-16,225	Closed	-$754K	–	92
2024 Q3	$754K	Buy	16,225 +203	+1%	+$9.25K	0.36%	45
2024 Q2	$711K	Buy	+16,022	New	+$707K	0.37%	45

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

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

ShoreHaven Wealth Partners increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 2.6% in Q2 2026, buying an estimated $31.7K and bringing the position to 27,411 shares worth $1.24M. The position accounts for 0.39% of the portfolio, ranked #48.

ShoreHaven Wealth Partners first reported a position in IGEB in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.37M in Q4 2025. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

ShoreHaven Wealth Partners held 27,411 shares of iShares Investment Grade Systematic Bond ETF worth $1.24M as of Q2 2026.
ShoreHaven Wealth Partners bought 703 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $31.7K.
iShares Investment Grade Systematic Bond ETF made up 0.39% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #48 holding.
ShoreHaven Wealth Partners first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and has held it in 6 quarters since.
ShoreHaven Wealth Partners's iShares Investment Grade Systematic Bond ETF position peaked at $1.37M in Q4 2025.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.