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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
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 $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return