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

SteelPeak Wealth’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	$330K	Sell	7,315 -10,111	-58%	-$456K	0.01%	504
2026 Q1	$785K	Buy	17,426 +1,869	+12%	+$85.2K	0.02%	321
2025 Q4	$710K	Buy	15,557 +3,953	+34%	+$181K	0.02%	313
2025 Q3	$534K	Sell	11,604 -797	-6%	-$36.3K	0.02%	380
2025 Q2	$564K	Buy	12,401 +601	+5%	+$26.8K	0.02%	349
2025 Q1	$531K	Buy	11,800 +3,370	+40%	+$150K	0.02%	337
2024 Q4	$374K	Sell	8,430 -75,429	-90%	-$3.41M	0.02%	377
2024 Q3	$3.9M	Buy	83,859 +8,546	+11%	+$390K	0.17%	104
2024 Q2	$3.34M	Buy	+75,313	New	+$3.32M	0.15%	107
2024 Q1	–	Sell	-4,487	Closed	-$203K	–	507
2023 Q4	$203K	Buy	+4,487	New	+$193K	0.01%	390

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

SteelPeak Wealth's IGEB Position: Q2 2026 in Review

SteelPeak Wealth reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 58% in Q2 2026, selling an estimated $456K and leaving 7,315 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #504.

SteelPeak Wealth first reported a position in IGEB in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.9M in Q3 2024. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

SteelPeak Wealth held 7,315 shares of iShares Investment Grade Systematic Bond ETF worth $330K as of Q2 2026.
SteelPeak Wealth sold 10,111 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $456K.
iShares Investment Grade Systematic Bond ETF made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #504 holding.
SteelPeak Wealth first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2023 and has held it in 10 quarters since.
SteelPeak Wealth's iShares Investment Grade Systematic Bond ETF position peaked at $3.9M in Q3 2024.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.