TWP
IGEB icon

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

Triad Wealth 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
Q1 		– Sell
-6,112
Closed -$279K – 495
2025
Q4 		$279K Buy
+6,112
New +$281K 0.03% 402
2024
Q4 		– Sell
-30,562
Closed -$1.42M – 175
2024
Q3 		$1.42M Buy
+30,562
New +$1.39M 0.76% 32

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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 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 $16.7B AUM 24.23% 1-Year Est. Return

Triad Wealth Partners's IGEB Position: Q1 2026 in Review

Triad Wealth Partners sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q1 2026, closing a stake of 6,112 shares — an estimated $279K sold.

Triad Wealth Partners first reported a position in IGEB in Q3 2024 and held it in 2 quarters. The position peaked at $1.42M in Q3 2024. 180 funds tracked by Wall St. Rank hold IGEB as of Q1 2026.

  • Triad Wealth Partners reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 6,112 iShares Investment Grade Systematic Bond ETF shares in Q1 2026, an estimated $279K.
  • Triad Wealth Partners first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2024 and held it in 2 quarters.
  • Triad Wealth Partners's iShares Investment Grade Systematic Bond ETF position peaked at $1.42M in Q3 2024.
  • 180 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.