CAN
IGEB icon

Cetera Advisor Networks’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Cetera Advisor Networks’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
Q1 		$2.19M Buy
48,769
+29,346
+151% +$1.31M 0.01% 977
2023
Q4 		$879K Buy
+19,423
New +$836K ﹤0.01% 1454

Other funds holding IGEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Cetera Advisor Networks's IGEB Position: Q1 2024 in Review

Cetera Advisor Networks increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 151% in Q1 2024, buying an estimated $1.31M and bringing the position to 48,769 shares worth $2.19M. The position accounts for 0.01% of the portfolio, ranked #977.

Cetera Advisor Networks first reported a position in IGEB in Q4 2023 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold IGEB as of Q1 2024.

  • Cetera Advisor Networks held 48,769 shares of iShares Investment Grade Systematic Bond ETF worth $2.19M as of Q1 2024.
  • Cetera Advisor Networks bought 29,346 iShares Investment Grade Systematic Bond ETF shares in Q1 2024, an estimated $1.31M.
  • iShares Investment Grade Systematic Bond ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #977 holding.
  • Cetera Advisor Networks first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2023 and has held it in 2 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.