Spirit of America Management Corp’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Spirit of America Management 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	$2.33K	Buy	104,547 +101,548	+3,386%	+$4.58M	﹤0.01%	292
2026 Q1	$136K	Sell	2,999 -243	-7%	-$11.1K	0.03%	253
2025 Q4	$148K	Sell	3,242 -2,337	-42%	-$107K	0.03%	251
2025 Q3	$257K	Buy	5,579 +9	+0.2%	+$410	0.05%	236
2025 Q2	$252K	Buy	5,570 +38	+0.7%	+$1.69K	0.05%	237
2025 Q1	$249K	Sell	5,532 -31	-0.6%	-$1.38K	0.05%	232
2024 Q4	$247K	Sell	5,563 -408	-7%	-$18.4K	0.05%	222
2024 Q3	$277K	Sell	5,971 -466	-7%	-$21.2K	0.06%	221
2024 Q2	$286K	Buy	+6,437	New	+$284K	0.06%	216

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AWM

Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return

Spirit of America Management Corp's IGEB Position: Q2 2026 in Review

Spirit of America Management Corp increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 3,386% in Q2 2026, buying an estimated $4.58M and bringing the position to 104,547 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Spirit of America Management Corp first reported a position in IGEB in Q2 2024 and has held it in 9 quarters since. The position peaked at $286K in Q2 2024. 125 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Spirit of America Management Corp held 104,547 shares of iShares Investment Grade Systematic Bond ETF worth $2.33K as of Q2 2026.
Spirit of America Management Corp bought 101,548 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $4.58M.
iShares Investment Grade Systematic Bond ETF made up ﹤0.01% of Spirit of America Management Corp's portfolio in Q2 2026, its #292 holding.
Spirit of America Management Corp first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and has held it in 9 quarters since.
Spirit of America Management Corp's iShares Investment Grade Systematic Bond ETF position peaked at $286K in Q2 2024.
125 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.