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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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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. 154 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.
  • 154 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.