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

Systelligence 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 Q2	$7.15M	Buy	+158,594	New	+$7.15M	1.19%	29
2026 Q1	–	Sell	-93,010	Closed	-$4.25M	–	63
2025 Q4	$4.25M	Sell	93,010 -127,071	-58%	-$5.83M	0.81%	38
2025 Q3	$10.1M	Buy	220,081 +79,585	+57%	+$3.62M	1.92%	21
2025 Q2	$6.38M	Sell	140,496 -16,486	-11%	-$734K	1.18%	39
2025 Q1	$7.07M	Buy	156,982 +66,179	+73%	+$2.95M	1.7%	30
2024 Q4	$4.03M	Buy	90,803 +4,931	+6%	+$223K	0.99%	41
2024 Q3	$3.99M	Sell	85,872 -7,702	-8%	-$351K	0.99%	39
2024 Q2	$4.15M	Buy	93,574 +1,385	+2%	+$61.1K	1.1%	37
2024 Q1	$4.13M	Sell	92,189 -433	-0.5%	-$19.4K	1.08%	37
2023 Q4	$4.19M	Buy	+92,622	New	+$3.98M	1.14%	37

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Systelligence LLC's IGEB Position: Q2 2026 in Review

Systelligence LLC opened a new position in iShares Investment Grade Systematic Bond ETF (IGEB) in Q2 2026: 158,594 shares worth $7.15M. The stake represents 1.19% of the portfolio and ranks #29 among its holdings. This is a return to the name: Systelligence LLC previously reported a position in IGEB as recently as Q4 2025.

Systelligence LLC first reported a position in IGEB in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.1M in Q3 2025. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Systelligence LLC held 158,594 shares of iShares Investment Grade Systematic Bond ETF worth $7.15M as of Q2 2026.
iShares Investment Grade Systematic Bond ETF was a new Systelligence LLC position in Q2 2026.
iShares Investment Grade Systematic Bond ETF made up 1.19% of Systelligence LLC's portfolio in Q2 2026, its #29 holding.
Systelligence LLC first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2023 and has held it in 10 quarters since.
Systelligence LLC's iShares Investment Grade Systematic Bond ETF position peaked at $10.1M in Q3 2025.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Systelligence LLC's 13F filing for Q2 2026, filed 14 Jul 2026.