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Traveka Wealth’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Traveka Wealth’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
-47,728
Closed -$2.18M – 195
2025
Q4 		$2.18M Buy
47,728
+20,654
+76% +$948K 0.89% 28
2025
Q3 		$1.25M Buy
+27,074
New +$1.23M 0.56% 39

Other funds holding IGEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Traveka Wealth's IGEB Position: Q1 2026 in Review

Traveka Wealth sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q1 2026, closing a stake of 47,728 shares — an estimated $2.18M sold.

Traveka Wealth first reported a position in IGEB in Q3 2025 and held it in 2 quarters. The position peaked at $2.18M in Q4 2025. 180 funds tracked by Wall St. Rank hold IGEB as of Q1 2026.

  • Traveka Wealth reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Traveka Wealth sold 47,728 iShares Investment Grade Systematic Bond ETF shares in Q1 2026, an estimated $2.18M.
  • Traveka Wealth first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2025 and held it in 2 quarters.
  • Traveka Wealth's iShares Investment Grade Systematic Bond ETF position peaked at $2.18M in Q4 2025.
  • 180 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2026.

Based on Traveka Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.