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Beacon Bridge Wealth Partners’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Beacon Bridge Wealth Partners’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
Q4 		– Sell
-40,199
Closed -$1.87M – 91
2024
Q3 		$1.87M Buy
+40,199
New +$1.83M 0.8% 35

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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
LPL Financial
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Beacon Bridge Wealth Partners's IGEB Position: Q4 2024 in Review

Beacon Bridge Wealth Partners sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q4 2024, closing a stake of 40,199 shares — an estimated $1.87M sold.

Beacon Bridge Wealth Partners first reported a position in IGEB in Q3 2024 and held it in 1 quarter. The position peaked at $1.87M in Q3 2024. 173 funds tracked by Wall St. Rank hold IGEB as of Q4 2024.

  • Beacon Bridge Wealth Partners reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Beacon Bridge Wealth Partners sold 40,199 iShares Investment Grade Systematic Bond ETF shares in Q4 2024, an estimated $1.87M.
  • Beacon Bridge Wealth Partners first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2024 and held it in 1 quarter.
  • Beacon Bridge Wealth Partners's iShares Investment Grade Systematic Bond ETF position peaked at $1.87M in Q3 2024.
  • 173 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q4 2024.

Based on Beacon Bridge Wealth Partners's 13F filing for Q4 2024, filed 4 Feb 2025.