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Sigma Planning Corp’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Sigma Planning Corp’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 		$1.64M Sell
36,282
-187
-0.5% -$8.43K 0.04% 423
2026
Q1 		$1.64M Buy
36,469
+15,312
+72% +$698K 0.05% 392
2025
Q4 		$966K Sell
21,157
-2,403
-10% -$110K 0.03% 548
2025
Q3 		$1.08M Buy
23,560
+1,960
+9% +$89.3K 0.03% 499
2025
Q2 		$982K Sell
21,600
-1,089
-5% -$48.5K 0.03% 509
2025
Q1 		$1.02M Sell
22,689
-11,274
-33% -$503K 0.03% 486
2024
Q4 		$1.51M Sell
33,963
-5,507
-14% -$249K 0.05% 356
2024
Q3 		$1.83M Buy
39,470
+1,689
+4% +$77K 0.06% 314
2024
Q2 		$1.68M Buy
37,781
+697
+2% +$30.8K 0.05% 339
2024
Q1 		$1.66M Buy
37,084
+27,400
+283% +$1.23M 0.05% 354
2023
Q4 		$438K Sell
9,684
-10,927
-53% -$470K 0.03% 494
2023
Q3 		$874K Sell
20,611
-1,152
-5% -$50K 0.03% 501
2023
Q2 		$962K Sell
21,763
-431
-2% -$19.1K 0.03% 467
2023
Q1 		$992K Buy
22,194
+1,383
+7% +$61.3K 0.03% 517
2022
Q4 		$901K Sell
20,811
-1,005
-5% -$43.2K 0.03% 527
2022
Q3 		$923K Buy
21,816
+369
+2% +$16.5K 0.04% 490
2022
Q2 		$957K Buy
21,447
+1,951
+10% +$89.3K 0.03% 479
2022
Q1 		$946K Buy
+19,496
New +$975K 0.03% 560

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

Sigma Planning Corp's IGEB Position: Q2 2026 in Review

Sigma Planning Corp reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 0.51% in Q2 2026, selling an estimated $8.43K and leaving 36,282 shares worth $1.64M. The position accounts for 0.04% of the portfolio, ranked #423.

Sigma Planning Corp first reported a position in IGEB in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.83M in Q3 2024. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • Sigma Planning Corp held 36,282 shares of iShares Investment Grade Systematic Bond ETF worth $1.64M as of Q2 2026.
  • Sigma Planning Corp sold 187 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $8.43K.
  • iShares Investment Grade Systematic Bond ETF made up 0.04% of Sigma Planning Corp's portfolio in Q2 2026, its #423 holding.
  • Sigma Planning Corp first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Sigma Planning Corp's iShares Investment Grade Systematic Bond ETF position peaked at $1.83M in Q3 2024.
  • 189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.