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

Avior 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 Q1	–	Sell	-272	Closed	-$12.1K	–	1499
2024 Q4	$12.1K	Hold	272	–	–	﹤0.01%	1556
2024 Q3	$12.6K	Sell	272 -246	-47%	-$11.2K	﹤0.01%	1486
2024 Q2	$23K	Hold	518	–	–	﹤0.01%	1314
2024 Q1	$23.2K	Buy	+518	New	+$23.2K	﹤0.01%	1537
2021 Q4	–	Sell	-300	Closed	-$16K	–	1153
2021 Q3	$16K	Hold	300	–	–	﹤0.01%	708
2021 Q2	$16K	Hold	300	–	–	﹤0.01%	677
2021 Q1	$15K	Hold	300	–	–	﹤0.01%	691
2020 Q4	$16K	Hold	300	–	–	﹤0.01%	644
2020 Q3	$16K	Hold	300	–	–	﹤0.01%	631
2020 Q2	$16K	Hold	300	–	–	﹤0.01%	604
2020 Q1	$14K	Hold	300	–	–	﹤0.01%	545
2019 Q4	$15K	Buy	+300	New	+$15.7K	﹤0.01%	556

Other funds holding IGEB

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWAM

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

SIM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Avior Wealth Management's IGEB Position: Q1 2025 in Review

Avior Wealth Management sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q1 2025, closing a stake of 272 shares — an estimated $12.1K sold.

Avior Wealth Management first reported a position in IGEB in Q4 2019 and held it in 12 quarters. The position peaked at $23.2K in Q1 2024. 154 funds tracked by Wall St. Rank hold IGEB as of Q1 2025.

Avior Wealth Management reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 272 iShares Investment Grade Systematic Bond ETF shares in Q1 2025, an estimated $12.1K.
Avior Wealth Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2019 and held it in 12 quarters.
Avior Wealth Management's iShares Investment Grade Systematic Bond ETF position peaked at $23.2K in Q1 2024.
154 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.