DOHJ LLC’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

DOHJ LLC’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 Q3	–	Sell	-23,453	Closed	-$1.04M	–	57
2025 Q2	$1.04M	Sell	23,453 -59,830	-72%	-$2.67M	0.3%	70
2025 Q1	$3.75M	Buy	83,283 +16,069	+24%	+$717K	0.86%	28
2024 Q4	$2.98M	Buy	67,214 +13,956	+26%	+$631K	0.69%	31
2024 Q3	$2.47M	Buy	53,258 +4,851	+10%	+$221K	0.58%	45
2024 Q2	$2.15M	Buy	48,407 +14,031	+41%	+$619K	0.54%	48
2024 Q1	$1.54M	Buy	34,376 +1,000	+3%	+$44.7K	0.41%	62
2023 Q4	$1.51M	Buy	+33,376	New	+$1.44M	0.45%	56

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

DOHJ LLC's IGEB Position: Q3 2025 in Review

DOHJ LLC sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q3 2025, closing a stake of 23,453 shares — an estimated $1.04M sold.

DOHJ LLC first reported a position in IGEB in Q4 2023 and held it in 7 quarters. The position peaked at $3.75M in Q1 2025. 181 funds tracked by Wall St. Rank hold IGEB as of Q3 2025.

DOHJ LLC reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q3 2025 after selling out during the quarter.
DOHJ LLC sold 23,453 iShares Investment Grade Systematic Bond ETF shares in Q3 2025, an estimated $1.04M.
DOHJ LLC first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2023 and held it in 7 quarters.
DOHJ LLC's iShares Investment Grade Systematic Bond ETF position peaked at $3.75M in Q1 2025.
181 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q3 2025.

Based on DOHJ LLC's 13F filing for Q3 2025.