Twin City Private Wealth’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Twin City Private 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 Q2	$201K	Sell	4,461 -111	-2%	-$5K	0.14%	98
2026 Q1	$206K	Sell	4,572 -612	-12%	-$27.9K	0.16%	93
2025 Q4	$237K	Sell	5,184 -1,860	-26%	-$85.4K	0.18%	88
2025 Q3	$324K	Sell	7,044 -1,109	-14%	-$50.5K	0.25%	86
2025 Q2	$370K	Buy	8,153 +4,317	+113%	+$192K	0.3%	81
2025 Q1	$173K	Buy	3,836 +213	+6%	+$9.51K	0.15%	87
2024 Q4	$161K	Sell	3,623 -661	-15%	-$29.9K	0.14%	89
2024 Q3	$199K	Buy	4,284 +162	+4%	+$7.38K	0.17%	93
2024 Q2	$183K	Buy	+4,122	New	+$182K	0.17%	88

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

Twin City Private Wealth's IGEB Position: Q2 2026 in Review

Twin City Private Wealth reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 2.4% in Q2 2026, selling an estimated $5K and leaving 4,461 shares worth $201K. The position accounts for 0.14% of the portfolio, ranked #98.

Twin City Private Wealth first reported a position in IGEB in Q2 2024 and has held it in 9 quarters since. The position peaked at $370K in Q2 2025. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Twin City Private Wealth held 4,461 shares of iShares Investment Grade Systematic Bond ETF worth $201K as of Q2 2026.
Twin City Private Wealth sold 111 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $5K.
iShares Investment Grade Systematic Bond ETF made up 0.14% of Twin City Private Wealth's portfolio in Q2 2026, its #98 holding.
Twin City Private Wealth first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and has held it in 9 quarters since.
Twin City Private Wealth's iShares Investment Grade Systematic Bond ETF position peaked at $370K in Q2 2025.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Twin City Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.