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Stifel Financial’s
iShares Investment Grade Systematic Bond ETF
IGEB
Stock Holding History
Stifel Financial’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
Q1
$7.36M
Buy
163,276
+2,519
+2%
+$115K
0.01%
1120
2025
Q4
$7.34M
Buy
160,757
+13,128
+9%
+$603K
0.01%
1124
2025
Q3
$6.8M
Buy
147,629
+2,392
+2%
+$109K
0.01%
1138
2025
Q2
$6.6M
Buy
145,237
+10,268
+8%
+$457K
0.01%
1103
2025
Q1
$6.07M
Buy
134,969
+19,573
+17%
+$874K
0.01%
1080
2024
Q4
$5.12M
Sell
115,396
-120,247
-51%
-$5.44M
0.01%
1198
2024
Q3
$11M
Buy
235,643
+17,970
+8%
+$819K
0.01%
818
2024
Q2
$9.66M
Buy
217,673
+103,716
+91%
+$4.58M
0.01%
822
2024
Q1
$5.11M
Buy
113,957
+8,052
+8%
+$360K
0.01%
1124
2023
Q4
$4.79M
Buy
+105,905
New
+$4.56M
0.01%
1115
2023
Q3
–
Sell
-48,834
Closed
-$2.16M
–
3343
2023
Q2
$2.16M
Sell
48,834
-1,574
-3%
-$69.7K
﹤0.01%
1568
2023
Q1
$2.25M
Buy
+50,408
New
+$2.23M
﹤0.01%
1499
Other funds holding IGEB
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
State of New Jersey Common Pension Fund D
Trenton, New Jersey
$25.9B AUM
26.38%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
SIM
Stratos Investment Management
Beachwood, Ohio
$2.49B AUM
17.24%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38B AUM
19.66%
1-Year Est. Return
HWAM
Hennion & Walsh Asset Management
Parsippany, New Jersey
$3.5B AUM
41.95%
1-Year Est. Return
EH
Equitable Holdings
New York
$15.5B AUM
19.09%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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