SWMG LLC’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

SWMG LLC’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	–	Sell	-35,780	Closed	-$1.64M	–	123
2025 Q4	$1.64M	Buy	35,780 +830	+2%	+$38.1K	0.45%	28
2025 Q3	$1.62M	Sell	34,950 -7,613	-18%	-$347K	0.49%	29
2025 Q2	$1.92M	Buy	42,563 +946	+2%	+$42.1K	0.65%	24
2025 Q1	$1.86M	Buy	41,617 +13,509	+48%	+$603K	0.74%	29
2024 Q4	$1.25M	Buy	28,108 +3,422	+14%	+$155K	0.5%	32
2024 Q3	$1.11M	Buy	24,686 +1,334	+6%	+$60.8K	0.46%	36
2024 Q2	$1.04M	Sell	23,352 -4,862	-17%	-$215K	0.46%	41
2024 Q1	$1.27M	Buy	+28,214	New	+$1.26M	0.57%	32

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

SWMG LLC's IGEB Position: Q1 2026 in Review

SWMG LLC sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q1 2026, closing a stake of 35,780 shares — an estimated $1.64M sold.

SWMG LLC first reported a position in IGEB in Q1 2024 and held it in 8 quarters. The position peaked at $1.92M in Q2 2025. 180 funds tracked by Wall St. Rank hold IGEB as of Q1 2026.

SWMG LLC reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q1 2026 after selling out during the quarter.
SWMG LLC sold 35,780 iShares Investment Grade Systematic Bond ETF shares in Q1 2026, an estimated $1.64M.
SWMG LLC first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2024 and held it in 8 quarters.
SWMG LLC's iShares Investment Grade Systematic Bond ETF position peaked at $1.92M in Q2 2025.
180 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2026.

Based on SWMG LLC's 13F filing for Q1 2026, filed 24 Apr 2026.