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SYM Financial Corp’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

SYM Financial Corp’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 		$3.07K Buy
+68
New +$3.06K ﹤0.01% 500
2026
Q1 		– Sell
-112
Closed -$5.11K – 443
2025
Q4 		$5.11K Buy
+112
New +$5.14K ﹤0.01% 406

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

SYM Financial Corp's IGEB Position: Q2 2026 in Review

SYM Financial Corp opened a new position in iShares Investment Grade Systematic Bond ETF (IGEB) in Q2 2026: 68 shares worth $3.07K. The stake represents ﹤0.01% of the portfolio and ranks #500 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in IGEB as recently as Q4 2025.

SYM Financial Corp first reported a position in IGEB in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.11K in Q4 2025. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • SYM Financial Corp held 68 shares of iShares Investment Grade Systematic Bond ETF worth $3.07K as of Q2 2026.
  • iShares Investment Grade Systematic Bond ETF was a new SYM Financial Corp position in Q2 2026.
  • iShares Investment Grade Systematic Bond ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #500 holding.
  • SYM Financial Corp first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • SYM Financial Corp's iShares Investment Grade Systematic Bond ETF position peaked at $5.11K in Q4 2025.
  • 189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.