AAS
IGEB icon

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

Avantax 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
Q2 		$303K Buy
6,676
+1,387
+26% +$61.8K ﹤0.01% 1898
2025
Q1 		$238K Buy
5,289
+127
+2% +$5.67K ﹤0.01% 1995
2024
Q4 		$229K Sell
5,162
-33,492
-87% -$1.51M ﹤0.01% 1968
2024
Q3 		$1.8M Buy
38,654
+5,605
+17% +$256K 0.01% 756
2024
Q2 		$1.47M Buy
+33,049
New +$1.46M 0.01% 787

Other funds holding IGEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Avantax Advisory Services's IGEB Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 26% in Q2 2025, buying an estimated $61.8K and bringing the position to 6,676 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #1898.

Avantax Advisory Services first reported a position in IGEB in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.8M in Q3 2024. 178 funds tracked by Wall St. Rank hold IGEB as of Q2 2025.

  • Avantax Advisory Services held 6,676 shares of iShares Investment Grade Systematic Bond ETF worth $303K as of Q2 2025.
  • Avantax Advisory Services bought 1,387 iShares Investment Grade Systematic Bond ETF shares in Q2 2025, an estimated $61.8K.
  • iShares Investment Grade Systematic Bond ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1898 holding.
  • Avantax Advisory Services first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's iShares Investment Grade Systematic Bond ETF position peaked at $1.8M in Q3 2024.
  • 178 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.