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Waller Financial Planning Group’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Waller Financial Planning Group’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 		$28.2M Buy
624,286
+11,920
+2% +$537K 5.8% 6
2026
Q1 		$27.6M Buy
612,366
+33,402
+6% +$1.52M 6.09% 6
2025
Q4 		$26.4M Buy
578,964
+72,893
+14% +$3.35M 5.87% 6
2025
Q3 		$23.3M Buy
506,071
+10,912
+2% +$497K 5.35% 6
2025
Q2 		$22.5M Buy
495,159
+6,543
+1% +$291K 5.44% 6
2025
Q1 		$22M Sell
488,616
-14,699
-3% -$656K 6.18% 7
2024
Q4 		$22.3M Buy
503,315
+15,878
+3% +$718K 5.63% 7
2024
Q3 		$22.7M Buy
487,437
+8,096
+2% +$369K 5.62% 7
2024
Q2 		$21.3M Buy
479,341
+5,391
+1% +$238K 5.71% 7
2024
Q1 		$21.3M Buy
473,950
+3,545
+0.8% +$159K 5.66% 7
2023
Q4 		$21.3M Buy
470,405
+3,840
+0.8% +$165K 5.6% 6
2023
Q3 		$19.8M Sell
466,565
-1,107
-0.2% -$48.1K 5.76% 6
2023
Q2 		$20.7M Buy
467,672
+18,161
+4% +$804K 5.7% 6
2023
Q1 		$20.1M Buy
+449,511
New +$19.9M 5.7% 5

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

Waller Financial Planning Group's IGEB Position: Q2 2026 in Review

Waller Financial Planning Group increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 1.9% in Q2 2026, buying an estimated $537K and bringing the position to 624,286 shares worth $28.2M. The position accounts for 5.8% of the portfolio, ranked #6.

Waller Financial Planning Group first reported a position in IGEB in Q1 2023 and has held it in 14 quarters since. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

  • Waller Financial Planning Group held 624,286 shares of iShares Investment Grade Systematic Bond ETF worth $28.2M as of Q2 2026.
  • Waller Financial Planning Group bought 11,920 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $537K.
  • iShares Investment Grade Systematic Bond ETF made up 5.8% of Waller Financial Planning Group's portfolio in Q2 2026, its #6 holding.
  • Waller Financial Planning Group first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.