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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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Wealth Management Associates's IGEB Position: Q1 2026 in Review

Wealth Management Associates increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 2.5% in Q1 2026, buying an estimated $29.9K and bringing the position to 27,045 shares worth $1.22M. The position accounts for 0.42% of the portfolio, ranked #54.

Wealth Management Associates first reported a position in IGEB in Q3 2022 and has held it in 15 quarters since. 180 funds tracked by Wall St. Rank hold IGEB as of Q1 2026.

  • Wealth Management Associates held 27,045 shares of iShares Investment Grade Systematic Bond ETF worth $1.22M as of Q1 2026.
  • Wealth Management Associates bought 655 iShares Investment Grade Systematic Bond ETF shares in Q1 2026, an estimated $29.9K.
  • iShares Investment Grade Systematic Bond ETF made up 0.42% of Wealth Management Associates's portfolio in Q1 2026, its #54 holding.
  • Wealth Management Associates first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • 180 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.