Cyndeo Wealth Partners’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Cyndeo Wealth Partners’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
2026 Q1	–	Sell	-16,212	Closed	-$740K	–	498
2025 Q4	$740K	Buy	16,212 +1,166	+8%	+$53.5K	0.04%	276
2025 Q3	$693K	Buy	15,046 +395	+3%	+$18K	0.04%	275
2025 Q2	$666K	Buy	14,651 +1,483	+11%	+$66.1K	0.04%	273
2025 Q1	$593K	Buy	13,168 +1,699	+15%	+$75.8K	0.04%	277
2024 Q4	$509K	Sell	11,469 -8,995	-44%	-$407K	0.03%	296
2024 Q3	$951K	Buy	20,464 +2,883	+16%	+$131K	0.07%	221
2024 Q2	$780K	Buy	17,581 +10,413	+145%	+$460K	0.06%	231
2024 Q1	$321K	Buy	+7,168	New	+$321K	0.03%	317

Other funds holding IGEB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

HWAM

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Cyndeo Wealth Partners's IGEB Position: Q1 2026 in Review

Cyndeo Wealth Partners sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q1 2026, closing a stake of 16,212 shares — an estimated $740K sold.

Cyndeo Wealth Partners first reported a position in IGEB in Q1 2024 and held it in 8 quarters. The position peaked at $951K in Q3 2024. 180 funds tracked by Wall St. Rank hold IGEB as of Q1 2026.

Cyndeo Wealth Partners reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q1 2026 after selling out during the quarter.
Cyndeo Wealth Partners sold 16,212 iShares Investment Grade Systematic Bond ETF shares in Q1 2026, an estimated $740K.
Cyndeo Wealth Partners first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2024 and held it in 8 quarters.
Cyndeo Wealth Partners's iShares Investment Grade Systematic Bond ETF position peaked at $951K in Q3 2024.
180 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.