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Vision Retirement’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Vision Retirement’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 		$356K Buy
7,887
+474
+6% +$21.4K 0.09% 102
2026
Q1 		$334K Sell
7,413
-2,643
-26% -$120K 0.1% 100
2025
Q4 		$459K Buy
+10,056
New +$462K 0.12% 88

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Vision Retirement's IGEB Position: Q2 2026 in Review

Vision Retirement increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 6.4% in Q2 2026, buying an estimated $21.4K and bringing the position to 7,887 shares worth $356K. The position accounts for 0.09% of the portfolio, ranked #102.

Vision Retirement first reported a position in IGEB in Q4 2025 and has held it in 3 quarters since. The position peaked at $459K in Q4 2025. 180 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • Vision Retirement held 7,887 shares of iShares Investment Grade Systematic Bond ETF worth $356K as of Q2 2026.
  • Vision Retirement bought 474 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $21.4K.
  • iShares Investment Grade Systematic Bond ETF made up 0.09% of Vision Retirement's portfolio in Q2 2026, its #102 holding.
  • Vision Retirement first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's iShares Investment Grade Systematic Bond ETF position peaked at $459K in Q4 2025.
  • 180 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.