EB
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Eastern Bank’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Eastern Bank’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
2023
Q4 		– Sell
-7,534
Closed -$320K – 210
2023
Q3 		$320K Hold
7,534
– – 0.02% 177
2023
Q2 		$333K Buy
7,534
+1,150
+18% +$50.9K 0.02% 174
2023
Q1 		$285K Buy
+6,384
New +$283K 0.01% 177

Other funds holding IGEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AWM
Ameliora Wealth Management Zurich, Switzerland $314M AUM 19.44% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Eastern Bank's IGEB Position: Q4 2023 in Review

Eastern Bank sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q4 2023, closing a stake of 7,534 shares — an estimated $320K sold.

Eastern Bank first reported a position in IGEB in Q1 2023 and held it in 3 quarters. The position peaked at $333K in Q2 2023. 82 funds tracked by Wall St. Rank hold IGEB as of Q4 2023.

  • Eastern Bank reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Eastern Bank sold 7,534 iShares Investment Grade Systematic Bond ETF shares in Q4 2023, an estimated $320K.
  • Eastern Bank first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2023 and held it in 3 quarters.
  • Eastern Bank's iShares Investment Grade Systematic Bond ETF position peaked at $333K in Q2 2023.
  • 82 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q4 2023.

Based on Eastern Bank's 13F filing for Q4 2023, filed 25 Jan 2024.