Ameritas Advisory Services’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Ameritas Advisory Services’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 Q4	–	Sell	-28	Closed	-$1.29K	–	1498
2025 Q3	$1.29K	Sell	28 -1,095	-98%	-$49.9K	﹤0.01%	2026
2025 Q2	$51K	Buy	+1,123	New	+$50K	﹤0.01%	1300
2023 Q2	–	Sell	-139	Closed	-$6.21K	–	1505
2023 Q1	$6.21K	Buy	+139	New	+$6.16K	﹤0.01%	2087

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HWAM

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Ameritas Advisory Services's IGEB Position: Q4 2025 in Review

Ameritas Advisory Services sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q4 2025, closing a stake of 28 shares — an estimated $1.29K sold.

Ameritas Advisory Services first reported a position in IGEB in Q1 2023 and held it in 3 quarters. The position peaked at $51K in Q2 2025. 191 funds tracked by Wall St. Rank hold IGEB as of Q4 2025.

Ameritas Advisory Services reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 28 iShares Investment Grade Systematic Bond ETF shares in Q4 2025, an estimated $1.29K.
Ameritas Advisory Services first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's iShares Investment Grade Systematic Bond ETF position peaked at $51K in Q2 2025.
191 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.