CWM
IGEB icon

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

Certus 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
Q3 		$285K Buy
6,195
+198
+3% +$9.02K 0.17% 53
2025
Q2 		$273K Sell
5,997
-14
-0.2% -$624 0.18% 53
2025
Q1 		$267K Buy
6,011
+933
+18% +$41.7K 0.18% 50
2024
Q4 		$226K Sell
5,078
-2,814
-36% -$127K 0.15% 52
2024
Q3 		$367K Buy
+7,892
New +$360K 0.26% 43

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 $377B 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
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

Certus Wealth Management's IGEB Position: Q3 2025 in Review

Certus Wealth Management increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 3.3% in Q3 2025, buying an estimated $9.02K and bringing the position to 6,195 shares worth $285K. The position accounts for 0.17% of the portfolio, ranked #53.

Certus Wealth Management first reported a position in IGEB in Q3 2024 and has held it in 5 quarters since. The position peaked at $367K in Q3 2024. 181 funds tracked by Wall St. Rank hold IGEB as of Q3 2025.

  • Certus Wealth Management held 6,195 shares of iShares Investment Grade Systematic Bond ETF worth $285K as of Q3 2025.
  • Certus Wealth Management bought 198 iShares Investment Grade Systematic Bond ETF shares in Q3 2025, an estimated $9.02K.
  • iShares Investment Grade Systematic Bond ETF made up 0.17% of Certus Wealth Management's portfolio in Q3 2025, its #53 holding.
  • Certus Wealth Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2024 and has held it in 5 quarters since.
  • Certus Wealth Management's iShares Investment Grade Systematic Bond ETF position peaked at $367K in Q3 2024.
  • 181 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.