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Capital Analysts LLC’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Capital Analysts LLC’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 		$9K Sell
200
-1,515
-88% -$69.1K ﹤0.01% 1272
2025
Q4 		$78K Sell
1,715
-84
-5% -$3.86K ﹤0.01% 826
2025
Q3 		$83K Buy
1,799
+104
+6% +$4.74K ﹤0.01% 774
2025
Q2 		$77K Sell
1,695
-206
-11% -$9.18K ﹤0.01% 726
2025
Q1 		$86K Buy
1,901
+168
+10% +$7.5K ﹤0.01% 673
2024
Q4 		$77K Sell
1,733
-7,948
-82% -$359K ﹤0.01% 670
2024
Q3 		$450K Buy
9,681
+4,344
+81% +$198K 0.02% 340
2024
Q2 		$237K Buy
5,337
+5,137
+2,569% +$227K 0.01% 437
2024
Q1 		$9K Hold
200
– – ﹤0.01% 934
2023
Q4 		$9K Hold
200
– – ﹤0.01% 908
2023
Q3 		$8K Sell
200
-54,398
-100% -$2.36M ﹤0.01% 914
2023
Q2 		$2.41M Sell
54,598
-10,667
-16% -$472K 0.13% 136
2023
Q1 		$2.92M Buy
65,265
+20,144
+45% +$893K 0.17% 109
2022
Q4 		$1.95M Buy
+45,121
New +$1.94M 0.12% 158

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