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ESL Trust Services’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

ESL Trust Services’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
2024
Q2 		– Sell
-67
Closed -$3K – 265
2024
Q1 		$3K Buy
+67
New +$3K ﹤0.01% 128

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ESL Trust Services's IGEB Position: Q2 2024 in Review

ESL Trust Services sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q2 2024, closing a stake of 67 shares — an estimated $3K sold.

ESL Trust Services first reported a position in IGEB in Q1 2024 and held it in 1 quarter. The position peaked at $3K in Q1 2024. 203 funds tracked by Wall St. Rank hold IGEB as of Q2 2024.

  • ESL Trust Services reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q2 2024 after selling out during the quarter.
  • ESL Trust Services sold 67 iShares Investment Grade Systematic Bond ETF shares in Q2 2024, an estimated $3K.
  • ESL Trust Services first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2024 and held it in 1 quarter.
  • ESL Trust Services's iShares Investment Grade Systematic Bond ETF position peaked at $3K in Q1 2024.
  • 203 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2024.

Based on ESL Trust Services's 13F filing for Q2 2024, filed 12 Aug 2024.