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 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 $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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 $15.5B AUM 19.09% 1-Year Est. Return

Warwick Investment Management's IGEB Position: Q1 2026 in Review

Warwick Investment Management increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 4.8% in Q1 2026, buying an estimated $9.76K and bringing the position to 4,635 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #133.

Warwick Investment Management first reported a position in IGEB in Q3 2022 and has held it in 4 quarters since. The position peaked at $215K in Q1 2023. 180 funds tracked by Wall St. Rank hold IGEB as of Q1 2026.

Warwick Investment Management held 4,635 shares of iShares Investment Grade Systematic Bond ETF worth $209K as of Q1 2026.
Warwick Investment Management bought 214 iShares Investment Grade Systematic Bond ETF shares in Q1 2026, an estimated $9.76K.
iShares Investment Grade Systematic Bond ETF made up 0.03% of Warwick Investment Management's portfolio in Q1 2026, its #133 holding.
Warwick Investment Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2022 and has held it in 4 quarters since.
Warwick Investment Management's iShares Investment Grade Systematic Bond ETF position peaked at $215K in Q1 2023.
180 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2026.

Based on Warwick Investment Management's 13F filing for Q1 2026, filed 12 May 2026.