Warwick Investment Management’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Warwick Investment Management’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	–	Sell	-4,635	Closed	-$209K	–	154
2026 Q1	$209K	Buy	4,635 +214	+5%	+$9.76K	0.03%	133
2025 Q4	$202K	Buy	+4,421	New	+$203K	0.03%	145
2023 Q2	–	Sell	-4,815	Closed	-$215K	–	69
2023 Q1	$215K	Buy	+4,815	New	+$213K	0.09%	59
2022 Q4	–	Sell	-5,031	Closed	-$213K	–	90
2022 Q3	$213K	Buy	+5,031	New	+$225K	0.13%	43

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

Warwick Investment Management's IGEB Position: Q2 2026 in Review

Warwick Investment Management sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q2 2026, closing a stake of 4,635 shares — an estimated $209K sold.

Warwick Investment Management first reported a position in IGEB in Q3 2022 and held it in 4 quarters. The position peaked at $215K in Q1 2023. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Warwick Investment Management reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q2 2026 after selling out during the quarter.
Warwick Investment Management sold 4,635 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $209K.
Warwick Investment Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2022 and held it in 4 quarters.
Warwick Investment Management's iShares Investment Grade Systematic Bond ETF position peaked at $215K in Q1 2023.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Warwick Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.