United Capital Financial Advisors’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

United Capital Financial 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	$11.6M	Sell	258,003 -7,020	-3%	-$316K	0.06%	235
2026 Q1	$11.9M	Sell	265,023 -59,691	-18%	-$2.72M	0.07%	212
2025 Q4	$14.8M	Buy	324,714 +6,122	+2%	+$281K	0.09%	181
2025 Q3	$14.7M	Sell	318,592 -12,614	-4%	-$574K	0.11%	158
2025 Q2	$15M	Buy	331,206 +25,415	+8%	+$1.13M	0.12%	142
2025 Q1	$13.8M	Buy	305,791 +53,230	+21%	+$2.38M	0.12%	142
2024 Q4	$11.2M	Sell	252,561 -215,131	-46%	-$9.73M	0.09%	164
2024 Q3	$21.7M	Sell	467,692 -76,573	-14%	-$3.49M	0.18%	109
2024 Q2	$24.1M	Buy	544,265 +287,302	+112%	+$12.7M	0.21%	97
2024 Q1	$11.5M	Sell	256,963 -12,043	-4%	-$538K	0.1%	170
2023 Q4	$12.2M	Buy	+269,006	New	+$11.6M	0.1%	166

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

United Capital Financial Advisors's IGEB Position: Q2 2026 in Review

United Capital Financial Advisors reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 2.6% in Q2 2026, selling an estimated $316K and leaving 258,003 shares worth $11.6M. The position accounts for 0.06% of the portfolio, ranked #235.

United Capital Financial Advisors first reported a position in IGEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $24.1M in Q2 2024. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

United Capital Financial Advisors held 258,003 shares of iShares Investment Grade Systematic Bond ETF worth $11.6M as of Q2 2026.
United Capital Financial Advisors sold 7,020 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $316K.
iShares Investment Grade Systematic Bond ETF made up 0.06% of United Capital Financial Advisors's portfolio in Q2 2026, its #235 holding.
United Capital Financial Advisors first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2023 and has held it in 11 quarters since.
United Capital Financial Advisors's iShares Investment Grade Systematic Bond ETF position peaked at $24.1M in Q2 2024.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.