Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Cambridge Investment Research Advisors’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 		$18.7M Sell
414,272
-115,970
-22% -$5.29M 0.05% 396
2025
Q4 		$24.2M Buy
530,242
+63,317
+14% +$2.91M 0.06% 301
2025
Q3 		$21.5M Buy
466,925
+23,968
+5% +$1.09M 0.06% 325
2025
Q2 		$20.1M Buy
442,957
+28,437
+7% +$1.27M 0.06% 311
2025
Q1 		$18.7M Sell
414,520
-14,774
-3% -$660K 0.06% 305
2024
Q4 		$19M Sell
429,294
-18,050
-4% -$816K 0.06% 293
2024
Q3 		$20.8M Buy
447,344
+38,568
+9% +$1.76M 0.07% 270
2024
Q2 		$18.1M Buy
408,776
+89,018
+28% +$3.93M 0.07% 281
2024
Q1 		$14.3M Buy
319,758
+82,177
+35% +$3.67M 0.06% 343
2023
Q4 		$10.7M Buy
237,581
+26,659
+13% +$1.15M 0.05% 386
2023
Q3 		$8.95M Buy
210,922
+38,959
+23% +$1.69M 0.04% 417
2023
Q2 		$7.6M Buy
171,963
+158,232
+1,152% +$7M 0.03% 477
2023
Q1 		$614K Buy
+13,731
New +$609K ﹤0.01% 1951

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 $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
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
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Morgan Stanley
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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return