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

Altus 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
2026 Q1	$3.15M	Buy	69,944 +3,008	+4%	+$137K	1.4%	7
2025 Q4	$3.06M	Buy	66,936 +22,672	+51%	+$1.04M	1.32%	8
2025 Q3	$2.04M	Buy	44,264 +875	+2%	+$39.9K	0.9%	9
2025 Q2	$1.97M	Sell	43,389 -509	-1%	-$22.7K	0.94%	9
2025 Q1	$1.98M	Buy	43,898 +2,120	+5%	+$94.6K	0.93%	12
2024 Q4	$1.85M	Buy	41,778 +2,366	+6%	+$107K	0.83%	13
2024 Q3	$1.83M	Buy	39,412 +6,809	+21%	+$310K	0.86%	12
2024 Q2	$1.45M	Buy	32,603 +412	+1%	+$18.2K	0.7%	14
2024 Q1	$1.44M	Sell	32,191 -773	-2%	-$34.6K	0.76%	12
2023 Q4	$1.49M	Buy	32,964 +716	+2%	+$30.8K	0.89%	11
2023 Q3	$1.37M	Buy	+32,248	New	+$1.4M	0.95%	11

Other funds holding IGEB

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $376B 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 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

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return