Concourse Financial Group Securities’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Concourse Financial Group Securities’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 Q1	–	Sell	-1,070	Closed	-$47.5K	–	999
2024 Q4	$47.5K	Sell	1,070 -29,668	-97%	-$1.34M	﹤0.01%	1239
2024 Q3	$1.43M	Buy	30,738 +1,497	+5%	+$68.2K	0.09%	227
2024 Q2	$1.3M	Buy	29,241 +28,831	+7,032%	+$1.27M	0.08%	233
2024 Q1	$18.4K	Hold	410	–	–	﹤0.01%	1530
2023 Q4	$18.6K	Buy	+410	New	+$17.6K	﹤0.01%	1508
2023 Q3	–	Sell	-25,335	Closed	-$1.1M	–	2364
2023 Q2	$1.12M	Sell	25,335 -239	-0.9%	-$10.6K	0.08%	239
2023 Q1	$1.14M	Buy	+25,574	New	+$1.13M	0.09%	228

Other funds holding IGEB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 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

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

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Concourse Financial Group Securities's IGEB Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q1 2025, closing a stake of 1,070 shares — an estimated $47.5K sold.

Concourse Financial Group Securities first reported a position in IGEB in Q1 2023 and held it in 7 quarters. The position peaked at $1.43M in Q3 2024. 157 funds tracked by Wall St. Rank hold IGEB as of Q1 2025.

Concourse Financial Group Securities reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 1,070 iShares Investment Grade Systematic Bond ETF shares in Q1 2025, an estimated $47.5K.
Concourse Financial Group Securities first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2023 and held it in 7 quarters.
Concourse Financial Group Securities's iShares Investment Grade Systematic Bond ETF position peaked at $1.43M in Q3 2024.
157 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.