World Investment Advisors’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

World Investment Advisors’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	$1M	Sell	22,231 -2,262	-9%	-$102K	0.02%	697
2026 Q1	$1.1M	Buy	24,493 +8,371	+52%	+$382K	0.02%	682
2025 Q4	$736K	Buy	16,122 +6,432	+66%	+$295K	0.01%	788
2025 Q3	$446K	Buy	9,690 +1,030	+12%	+$46.9K	0.01%	826
2025 Q2	$394K	Buy	8,660 +4,205	+94%	+$187K	0.01%	811
2025 Q1	$201K	Sell	4,455 -14,614	-77%	-$652K	0.01%	1016
2024 Q4	$846K	Sell	19,069 -9,115	-32%	-$412K	0.02%	520
2024 Q3	$1.31M	Buy	28,184 +21,933	+351%	+$1,000K	0.04%	375
2024 Q2	$277K	Buy	+6,251	New	+$276K	0.02%	518

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

World Investment Advisors's IGEB Position: Q2 2026 in Review

World Investment Advisors reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 9.2% in Q2 2026, selling an estimated $102K and leaving 22,231 shares worth $1M. The position accounts for 0.02% of the portfolio, ranked #697.

World Investment Advisors first reported a position in IGEB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.31M in Q3 2024. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

World Investment Advisors held 22,231 shares of iShares Investment Grade Systematic Bond ETF worth $1M as of Q2 2026.
World Investment Advisors sold 2,262 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $102K.
iShares Investment Grade Systematic Bond ETF made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #697 holding.
World Investment Advisors first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and has held it in 9 quarters since.
World Investment Advisors's iShares Investment Grade Systematic Bond ETF position peaked at $1.31M in Q3 2024.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.