Two West Capital Advisors’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Two West Capital Advisors’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 Q3	$1.49M	Buy	34,901 +6,664	+24%	+$294K	0.74%	24
2026 Q2	$1.26M	Sell	28,237 -6,316	-18%	-$285K	0.63%	28
2026 Q1	$1.56M	Buy	34,553 +1,414	+4%	+$64.5K	0.82%	22
2025 Q4	$1.51M	Buy	33,139 +3,659	+12%	+$168K	0.88%	22
2025 Q3	$1.37M	Buy	29,480 +6,581	+29%	+$300K	0.83%	21
2025 Q2	$1.04M	Buy	22,899 +2,798	+14%	+$125K	0.68%	26
2025 Q1	$877K	Buy	20,101 +3,870	+24%	+$173K	0.73%	21
2024 Q4	$720K	Sell	16,231 -27	-0.2%	-$1.22K	0.62%	29
2024 Q3	$756K	Buy	16,258 +1,779	+12%	+$81.1K	0.61%	26
2024 Q2	$642K	Buy	+14,479	New	+$639K	0.61%	28

Other funds holding IGEB

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $348M AUM 3.63% 1-Year Est. Return

Ameliora Wealth Management Zurich, Switzerland $350M AUM 14.23% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Two West Capital Advisors's IGEB Position: Q3 2026 in Review

Two West Capital Advisors increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 24% in Q3 2026, buying an estimated $294K and bringing the position to 34,901 shares worth $1.49M. The position accounts for 0.74% of the portfolio, ranked #24.

Two West Capital Advisors first reported a position in IGEB in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.56M in Q1 2026. 77 funds tracked by Wall St. Rank hold IGEB as of Q3 2026.

Two West Capital Advisors held 34,901 shares of iShares Investment Grade Systematic Bond ETF worth $1.49M as of Q3 2026.
Two West Capital Advisors bought 6,664 iShares Investment Grade Systematic Bond ETF shares in Q3 2026, an estimated $294K.
iShares Investment Grade Systematic Bond ETF made up 0.74% of Two West Capital Advisors's portfolio in Q3 2026, its #24 holding.
Two West Capital Advisors first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and has held it in 10 quarters since.
Two West Capital Advisors's iShares Investment Grade Systematic Bond ETF position peaked at $1.56M in Q1 2026.
77 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q3 2026.

Based on Two West Capital Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.