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 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

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

Two West Capital Advisors's IGEB Position: Q2 2026 in Review

Two West Capital Advisors reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 18% in Q2 2026, selling an estimated $285K and leaving 28,237 shares worth $1.26M. The position accounts for 0.63% of the portfolio, ranked #28.

Two West Capital Advisors first reported a position in IGEB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.56M in Q1 2026. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Two West Capital Advisors held 28,237 shares of iShares Investment Grade Systematic Bond ETF worth $1.26M as of Q2 2026.
Two West Capital Advisors sold 6,316 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $285K.
iShares Investment Grade Systematic Bond ETF made up 0.63% of Two West Capital Advisors's portfolio in Q2 2026, its #28 holding.
Two West Capital Advisors first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and has held it in 9 quarters since.
Two West Capital Advisors's iShares Investment Grade Systematic Bond ETF position peaked at $1.56M in Q1 2026.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.