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

Cetera 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
2024
Q1 		$1.55M Buy
34,476
+18,185
+112% +$813K 0.01% 943
2023
Q4 		$737K Buy
+16,291
New +$701K 0.01% 910

Other funds holding IGEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 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 $25.9B AUM 26.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Cetera Advisors's IGEB Position: Q1 2024 in Review

Cetera Advisors increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 112% in Q1 2024, buying an estimated $813K and bringing the position to 34,476 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #943.

Cetera Advisors 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 Advisors held 34,476 shares of iShares Investment Grade Systematic Bond ETF worth $1.55M as of Q1 2024.
  • Cetera Advisors bought 18,185 iShares Investment Grade Systematic Bond ETF shares in Q1 2024, an estimated $813K.
  • iShares Investment Grade Systematic Bond ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #943 holding.
  • Cetera Advisors 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 Advisors's 13F filing for Q1 2024, filed 15 May 2024.