Steward Partners Investment Advisory’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Steward Partners Investment Advisory’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	$2.1M	Sell	46,504 -6,659	-13%	-$300K	0.01%	898
2026 Q1	$2.4M	Sell	53,163 -9,014	-14%	-$411K	0.01%	790
2025 Q4	$2.84M	Sell	62,177 -9,228	-13%	-$424K	0.02%	654
2025 Q3	$3.29M	Buy	71,405 +11,133	+18%	+$507K	0.02%	602
2025 Q2	$2.74M	Buy	60,272 +9,781	+19%	+$436K	0.02%	602
2025 Q1	$2.27M	Buy	50,491 +9,437	+23%	+$421K	0.02%	630
2024 Q4	$1.82M	Sell	41,054 -12,613	-24%	-$570K	0.02%	673
2024 Q3	$2.49M	Buy	53,667 +22,894	+74%	+$1.04M	0.02%	559
2024 Q2	$1.37M	Buy	30,773 +27,658	+888%	+$1.22M	0.01%	707
2024 Q1	$140K	Buy	+3,115	New	+$139K	﹤0.01%	1599

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

Steward Partners Investment Advisory's IGEB Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 13% in Q2 2026, selling an estimated $300K and leaving 46,504 shares worth $2.1M. The position accounts for 0.01% of the portfolio, ranked #898.

Steward Partners Investment Advisory first reported a position in IGEB in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.29M in Q3 2025. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Steward Partners Investment Advisory held 46,504 shares of iShares Investment Grade Systematic Bond ETF worth $2.1M as of Q2 2026.
Steward Partners Investment Advisory sold 6,659 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $300K.
iShares Investment Grade Systematic Bond ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #898 holding.
Steward Partners Investment Advisory first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2024 and has held it in 10 quarters since.
Steward Partners Investment Advisory's iShares Investment Grade Systematic Bond ETF position peaked at $3.29M in Q3 2025.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.