AFWM
IGEB icon

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

Abich Financial Wealth 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
2025
Q3 		$14.2K Buy
+309
New +$14.1K 0.01% 435
2024
Q3 		$2.74K Buy
+59
New +$2.69K 0.01% 311

Other funds holding IGEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Abich Financial Wealth Management's IGEB Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in iShares Investment Grade Systematic Bond ETF (IGEB) in Q3 2025: 309 shares worth $14.2K. The stake represents 0.01% of the portfolio and ranks #435 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in IGEB as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in IGEB in Q3 2024 and has held it in 2 quarters since. 181 funds tracked by Wall St. Rank hold IGEB as of Q3 2025.

  • Abich Financial Wealth Management held 309 shares of iShares Investment Grade Systematic Bond ETF worth $14.2K as of Q3 2025.
  • iShares Investment Grade Systematic Bond ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • iShares Investment Grade Systematic Bond ETF made up 0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #435 holding.
  • Abich Financial Wealth Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2024 and has held it in 2 quarters since.
  • 181 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.