Stifel Financial
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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
Q2 		$7.55M Buy
167,474
+4,198
+3% +$189K 0.01% 1183
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
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
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
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Stifel Financial's IGEB Position: Q2 2026 in Review

Stifel Financial increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 2.6% in Q2 2026, buying an estimated $189K and bringing the position to 167,474 shares worth $7.55M. The position accounts for 0.01% of the portfolio, ranked #1183.

Stifel Financial first reported a position in IGEB in Q1 2023 and has held it in 13 quarters since. The position peaked at $11M in Q3 2024. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • Stifel Financial held 167,474 shares of iShares Investment Grade Systematic Bond ETF worth $7.55M as of Q2 2026.
  • Stifel Financial bought 4,198 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $189K.
  • iShares Investment Grade Systematic Bond ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1183 holding.
  • Stifel Financial first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Stifel Financial's iShares Investment Grade Systematic Bond ETF position peaked at $11M in Q3 2024.
  • 189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.