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Copperleaf Capital’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Copperleaf Capital’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
Q2 		– Sell
-7,343
Closed -$331K – 116
2025
Q1 		$331K Sell
7,343
-15,664
-68% -$699K 0.2% 82
2024
Q4 		$1.02M Buy
+23,007
New +$1.04M 0.65% 42

Other funds holding IGEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Copperleaf Capital's IGEB Position: Q2 2025 in Review

Copperleaf Capital sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q2 2025, closing a stake of 7,343 shares — an estimated $331K sold.

Copperleaf Capital first reported a position in IGEB in Q4 2024 and held it in 2 quarters. The position peaked at $1.02M in Q4 2024. 178 funds tracked by Wall St. Rank hold IGEB as of Q2 2025.

  • Copperleaf Capital reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Copperleaf Capital sold 7,343 iShares Investment Grade Systematic Bond ETF shares in Q2 2025, an estimated $331K.
  • Copperleaf Capital first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2024 and held it in 2 quarters.
  • Copperleaf Capital's iShares Investment Grade Systematic Bond ETF position peaked at $1.02M in Q4 2024.
  • 178 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2025.

Based on Copperleaf Capital's 13F filing for Q2 2025, filed 11 Aug 2025.