CFS Investment Advisory Services’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

CFS Investment Advisory Services’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 Q4	–	Sell	-4,399	Closed	-$204K	–	344
2025 Q3	$204K	Buy	+4,399	New	+$200K	0.02%	335
2025 Q1	–	Sell	-5,478	Closed	-$243K	–	313
2024 Q4	$243K	Sell	5,478 -42,661	-89%	-$1.93M	0.02%	271
2024 Q3	$2.24M	Buy	48,139 +3,500	+8%	+$160K	0.19%	96
2024 Q2	$1.98M	Buy	+44,639	New	+$1.97M	0.16%	90

Other funds holding IGEB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CFS Investment Advisory Services's IGEB Position: Q4 2025 in Review

CFS Investment Advisory Services sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q4 2025, closing a stake of 4,399 shares — an estimated $204K sold.

CFS Investment Advisory Services first reported a position in IGEB in Q2 2024 and held it in 4 quarters. The position peaked at $2.24M in Q3 2024. 191 funds tracked by Wall St. Rank hold IGEB as of Q4 2025.

CFS Investment Advisory Services reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q4 2025 after selling out during the quarter.
CFS Investment Advisory Services sold 4,399 iShares Investment Grade Systematic Bond ETF shares in Q4 2025, an estimated $204K.
CFS Investment Advisory Services first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and held it in 4 quarters.
CFS Investment Advisory Services's iShares Investment Grade Systematic Bond ETF position peaked at $2.24M in Q3 2024.
191 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q4 2025.

Based on CFS Investment Advisory Services's 13F filing for Q4 2025, filed 10 Feb 2026.