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TSG Advice Partners’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

TSG Advice 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 		$384K Buy
8,513
+71
+0.8% +$3.24K 0.06% 95
2025
Q4 		$385K Buy
+8,442
New +$388K 0.06% 81

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

TSG Advice Partners's IGEB Position: Q1 2026 in Review

TSG Advice Partners increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 0.84% in Q1 2026, buying an estimated $3.24K and bringing the position to 8,513 shares worth $384K. The position accounts for 0.06% of the portfolio, ranked #95.

TSG Advice Partners first reported a position in IGEB in Q4 2025 and has held it in 2 quarters since. The position peaked at $385K in Q4 2025. 180 funds tracked by Wall St. Rank hold IGEB as of Q1 2026.

  • TSG Advice Partners held 8,513 shares of iShares Investment Grade Systematic Bond ETF worth $384K as of Q1 2026.
  • TSG Advice Partners bought 71 iShares Investment Grade Systematic Bond ETF shares in Q1 2026, an estimated $3.24K.
  • iShares Investment Grade Systematic Bond ETF made up 0.06% of TSG Advice Partners's portfolio in Q1 2026, its #95 holding.
  • TSG Advice Partners first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • TSG Advice Partners's iShares Investment Grade Systematic Bond ETF position peaked at $385K in Q4 2025.
  • 180 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.