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

Sovran 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	$300K	Sell	6,742 -7,505	-53%	-$338K	0.02%	484
2026 Q1	$643K	Sell	14,247 -27,640	-66%	-$1.26M	0.05%	310
2025 Q4	$1.92M	Buy	41,887 +2,056	+5%	+$94.4K	0.16%	141
2025 Q3	$1.84M	Buy	39,831 +10,105	+34%	+$460K	0.16%	142
2025 Q2	$1.34M	Buy	29,726 +10,285	+53%	+$458K	0.14%	164
2025 Q1	$861K	Buy	19,441 +2,860	+17%	+$128K	0.11%	194
2024 Q4	$726K	Buy	+16,581	New	+$750K	0.1%	196

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

Sovran Advisors's IGEB Position: Q2 2026 in Review

Sovran Advisors reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 53% in Q2 2026, selling an estimated $338K and leaving 6,742 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #484.

Sovran Advisors first reported a position in IGEB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.92M in Q4 2025. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Sovran Advisors held 6,742 shares of iShares Investment Grade Systematic Bond ETF worth $300K as of Q2 2026.
Sovran Advisors sold 7,505 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $338K.
iShares Investment Grade Systematic Bond ETF made up 0.02% of Sovran Advisors's portfolio in Q2 2026, its #484 holding.
Sovran Advisors first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2024 and has held it in 7 quarters since.
Sovran Advisors's iShares Investment Grade Systematic Bond ETF position peaked at $1.92M in Q4 2025.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.