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

Wealth Management Associates’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	$1.22M	Buy	27,060 +15	+0.1%	+$676	0.34%	59
2026 Q1	$1.22M	Buy	27,045 +655	+2%	+$29.9K	0.42%	54
2025 Q4	$1.2M	Buy	26,390 +1,174	+5%	+$53.9K	0.42%	53
2025 Q3	$1.16M	Buy	25,216 +585	+2%	+$26.6K	0.41%	54
2025 Q2	$1.12M	Buy	24,631 +498	+2%	+$22.2K	0.44%	51
2025 Q1	$1.09M	Buy	24,133 +1,628	+7%	+$72.7K	0.47%	49
2024 Q4	$998K	Buy	22,505 +1,860	+9%	+$84.1K	0.43%	53
2024 Q3	$959K	Buy	20,645 +530	+3%	+$24.2K	0.42%	53
2024 Q2	$892K	Hold	20,115	–	–	0.42%	53
2024 Q1	$892K	Buy	20,115 +770	+4%	+$34.4K	0.42%	53
2023 Q4	$875K	Sell	19,345 -812	-4%	-$34.9K	0.46%	54
2023 Q3	$855K	Buy	20,157 +334	+2%	+$14.5K	0.5%	48
2023 Q2	$876K	Buy	19,823 +1,449	+8%	+$64.1K	0.5%	47
2023 Q1	$821K	Buy	18,374 +1,831	+11%	+$81.2K	0.51%	49
2022 Q4	$716K	Buy	16,543 +1,986	+14%	+$85.3K	0.48%	52
2022 Q3	$616K	Buy	+14,557	New	+$651K	0.43%	56

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

Wealth Management Associates's IGEB Position: Q2 2026 in Review

Wealth Management Associates increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 0.06% in Q2 2026, buying an estimated $676 and bringing the position to 27,060 shares worth $1.22M. The position accounts for 0.34% of the portfolio, ranked #59.

Wealth Management Associates first reported a position in IGEB in Q3 2022 and has held it in 16 quarters since. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Wealth Management Associates held 27,060 shares of iShares Investment Grade Systematic Bond ETF worth $1.22M as of Q2 2026.
Wealth Management Associates bought 15 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $676.
iShares Investment Grade Systematic Bond ETF made up 0.34% of Wealth Management Associates's portfolio in Q2 2026, its #59 holding.
Wealth Management Associates first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2022 and has held it in 16 quarters since.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.