VPP
IGEB icon

Vertex Planning Partners’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Vertex Planning 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
Q2 		$245K Buy
+5,425
New +$244K 0.04% 146
2026
Q1 		– Sell
-16,024
Closed -$732K – 138
2025
Q4 		$732K Buy
16,024
+820
+5% +$37.6K 0.17% 61
2025
Q3 		$700K Buy
15,204
+1,603
+12% +$73K 0.13% 93
2025
Q2 		$618K Buy
13,601
+430
+3% +$19.2K 0.13% 90
2025
Q1 		$593K Buy
13,171
+3,089
+31% +$138K 0.13% 88
2024
Q4 		$447K Buy
10,082
+504
+5% +$22.8K 0.1% 116
2024
Q3 		$445K Buy
9,578
+548
+6% +$25K 0.11% 101
2024
Q2 		$401K Buy
9,030
+34
+0.4% +$1.5K 0.1% 102
2024
Q1 		$403K Buy
+8,996
New +$402K 0.11% 105

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
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
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
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vertex Planning Partners's IGEB Position: Q2 2026 in Review

Vertex Planning Partners opened a new position in iShares Investment Grade Systematic Bond ETF (IGEB) in Q2 2026: 5,425 shares worth $245K. The stake represents 0.04% of the portfolio and ranks #146 among its holdings. This is a return to the name: Vertex Planning Partners previously reported a position in IGEB as recently as Q4 2025.

Vertex Planning Partners first reported a position in IGEB in Q1 2024 and has held it in 9 quarters since. The position peaked at $732K in Q4 2025. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • Vertex Planning Partners held 5,425 shares of iShares Investment Grade Systematic Bond ETF worth $245K as of Q2 2026.
  • iShares Investment Grade Systematic Bond ETF was a new Vertex Planning Partners position in Q2 2026.
  • iShares Investment Grade Systematic Bond ETF made up 0.04% of Vertex Planning Partners's portfolio in Q2 2026, its #146 holding.
  • Vertex Planning Partners first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • Vertex Planning Partners's iShares Investment Grade Systematic Bond ETF position peaked at $732K in Q4 2025.
  • 189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.