Sunbelt Securities’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Sunbelt Securities’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	$2.83K	Buy	63 +1	+2%	+$46	﹤0.01%	1832
2025 Q4	$2.85K	Buy	62 +1	+2%	+$46	﹤0.01%	1786
2025 Q3	$2.83K	Buy	61 +2	+3%	+$91	﹤0.01%	1767
2025 Q2	$2.63K	Sell	59 -1	-2%	-$45	﹤0.01%	1558
2025 Q1	$2.7K	Buy	60 +1	+2%	+$45	﹤0.01%	1533
2024 Q4	$2.64K	Buy	59 +1	+2%	+$45	﹤0.01%	1557
2024 Q3	$2.71K	Hold	58	–	–	﹤0.01%	1561
2024 Q2	$2.56K	Buy	58 +1	+2%	+$44	﹤0.01%	1511
2024 Q1	$2.55K	Buy	57 +1	+2%	+$45	﹤0.01%	1481
2023 Q4	$2.56K	Sell	56 -1,023	-95%	-$44K	﹤0.01%	1430
2023 Q3	$45.7K	Buy	1,079 +1	+0.1%	+$43	0.01%	827
2023 Q2	$47.6K	Buy	1,078 +1	+0.1%	+$44	0.01%	810
2023 Q1	$47.8K	Buy	+1,077	New	+$47.7K	0.01%	759

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Sunbelt Securities's IGEB Position: Q1 2026 in Review

Sunbelt Securities increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 1.6% in Q1 2026, buying an estimated $46 and bringing the position to 63 shares worth $2.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1832.

Sunbelt Securities first reported a position in IGEB in Q1 2023 and has held it in 13 quarters since. The position peaked at $47.8K in Q1 2023. 180 funds tracked by Wall St. Rank hold IGEB as of Q1 2026.

Sunbelt Securities held 63 shares of iShares Investment Grade Systematic Bond ETF worth $2.83K as of Q1 2026.
Sunbelt Securities bought 1 iShares Investment Grade Systematic Bond ETF share in Q1 2026, an estimated $46.
iShares Investment Grade Systematic Bond ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1832 holding.
Sunbelt Securities first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's iShares Investment Grade Systematic Bond ETF position peaked at $47.8K in Q1 2023.
180 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.