SW
IGEB icon

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 0.16% 107
2024
Q1 		– Sell
-4,487
Closed -$203K – 507
2023
Q4 		$203K Buy
+4,487
New +$193K 0.01% 390

Other funds holding IGEB

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return