Cerity Partners
IGEB icon

Cerity Partners’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Cerity 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
2025
Q3 		– Sell
-8,614
Closed -$391K – 2802
2025
Q2 		$391K Sell
8,614
-10,425
-55% -$464K ﹤0.01% 2006
2025
Q1 		$857K Sell
19,039
-701
-4% -$31.3K ﹤0.01% 1496
2024
Q4 		$876K Buy
+19,740
New +$893K ﹤0.01% 1483

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Betterment LLC
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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Cerity Partners's IGEB Position: Q3 2025 in Review

Cerity Partners sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q3 2025, closing a stake of 8,614 shares — an estimated $391K sold.

Cerity Partners first reported a position in IGEB in Q4 2024 and held it in 3 quarters. The position peaked at $876K in Q4 2024. 181 funds tracked by Wall St. Rank hold IGEB as of Q3 2025.

  • Cerity Partners reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Cerity Partners sold 8,614 iShares Investment Grade Systematic Bond ETF shares in Q3 2025, an estimated $391K.
  • Cerity Partners first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2024 and held it in 3 quarters.
  • Cerity Partners's iShares Investment Grade Systematic Bond ETF position peaked at $876K in Q4 2024.
  • 181 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q3 2025.

Based on Cerity Partners's 13F filing for Q3 2025, filed 22 Oct 2025.