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Stratos Investment Management’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Stratos Investment Management’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 		$55.2M Buy
1,224,464
+45,209
+4% +$2.04M 2% 9
2026
Q1 		$53.1M Buy
1,179,255
+37,718
+3% +$1.72M 2.13% 9
2025
Q4 		$52.1M Buy
1,141,537
+55,673
+5% +$2.56M 2.09% 10
2025
Q3 		$50M Buy
1,085,864
+170,116
+19% +$7.75M 2.06% 9
2025
Q2 		$41.6M Buy
915,748
+28,897
+3% +$1.29M 1.91% 12
2025
Q1 		$39.9M Buy
886,851
+51,391
+6% +$2.29M 2.13% 9
2024
Q4 		$37.1M Buy
835,460
+248,604
+42% +$11.2M 2.23% 9
2024
Q3 		$27.3M Buy
586,856
+101,895
+21% +$4.64M 1.9% 11
2024
Q2 		$21.5M Buy
484,961
+214,415
+79% +$9.46M 1.78% 14
2024
Q1 		$12.1M Buy
+270,546
New +$12.1M 1.18% 26

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stratos Investment Management's IGEB Position: Q2 2026 in Review

Stratos Investment Management increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 3.8% in Q2 2026, buying an estimated $2.04M and bringing the position to 1,224,464 shares worth $55.2M. The position accounts for 2% of the portfolio, ranked #9.

Stratos Investment Management first reported a position in IGEB in Q1 2024 and has held it in 10 quarters since. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • Stratos Investment Management held 1,224,464 shares of iShares Investment Grade Systematic Bond ETF worth $55.2M as of Q2 2026.
  • Stratos Investment Management bought 45,209 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $2.04M.
  • iShares Investment Grade Systematic Bond ETF made up 2% of Stratos Investment Management's portfolio in Q2 2026, its #9 holding.
  • Stratos Investment Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.