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

Alera 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
2024
Q3 		$3.31M Buy
71,251
+708
+1% +$32.3K 0.39% 43
2024
Q2 		$3.13M Buy
+70,543
New +$3.11M 0.38% 44

Other funds holding IGEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alera Investment Advisors's IGEB Position: Q3 2024 in Review

Alera Investment Advisors increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 1% in Q3 2024, buying an estimated $32.3K and bringing the position to 71,251 shares worth $3.31M. The position accounts for 0.39% of the portfolio, ranked #43.

Alera Investment Advisors first reported a position in IGEB in Q2 2024 and has held it in 2 quarters since. 231 funds tracked by Wall St. Rank hold IGEB as of Q3 2024.

  • Alera Investment Advisors held 71,251 shares of iShares Investment Grade Systematic Bond ETF worth $3.31M as of Q3 2024.
  • Alera Investment Advisors bought 708 iShares Investment Grade Systematic Bond ETF shares in Q3 2024, an estimated $32.3K.
  • iShares Investment Grade Systematic Bond ETF made up 0.39% of Alera Investment Advisors's portfolio in Q3 2024, its #43 holding.
  • Alera Investment Advisors first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 231 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.