Tennessee Valley Asset Management Partners’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Tennessee Valley Asset Management Partners’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	$230K	Sell	5,107 -2,472	-33%	-$111K	0.03%	191
2026 Q1	$342K	Sell	7,579 -63,239	-89%	-$2.88M	0.05%	143
2025 Q4	$3.23M	Buy	70,818 +3,459	+5%	+$159K	0.42%	43
2025 Q3	$3.1M	Buy	+67,359	New	+$3.07M	0.42%	43
2025 Q2	–	Sell	-63,896	Closed	-$2.88M	–	111
2025 Q1	$2.88M	Buy	63,896 +4,156	+7%	+$186K	0.47%	36
2024 Q4	$2.65M	Sell	59,740 -715	-1%	-$32.3K	0.44%	38
2024 Q3	$2.81M	Buy	60,455 +2,867	+5%	+$131K	0.46%	34
2024 Q2	$2.55M	Buy	57,588 +2,691	+5%	+$119K	0.48%	33
2024 Q1	$2.46M	Buy	+54,897	New	+$2.45M	0.6%	23

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

Tennessee Valley Asset Management Partners's IGEB Position: Q2 2026 in Review

Tennessee Valley Asset Management Partners reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 33% in Q2 2026, selling an estimated $111K and leaving 5,107 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #191.

Tennessee Valley Asset Management Partners first reported a position in IGEB in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.23M in Q4 2025. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Tennessee Valley Asset Management Partners held 5,107 shares of iShares Investment Grade Systematic Bond ETF worth $230K as of Q2 2026.
Tennessee Valley Asset Management Partners sold 2,472 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $111K.
iShares Investment Grade Systematic Bond ETF made up 0.03% of Tennessee Valley Asset Management Partners's portfolio in Q2 2026, its #191 holding.
Tennessee Valley Asset Management Partners first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2024 and has held it in 9 quarters since.
Tennessee Valley Asset Management Partners's iShares Investment Grade Systematic Bond ETF position peaked at $3.23M in Q4 2025.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q2 2026, filed 10 Aug 2026.