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Executive Wealth Management’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Executive Wealth Management’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
Q4 		$227K Hold
5,119
– – 0.02% 243
2024
Q3 		$238K Hold
5,119
– – 0.02% 241
2024
Q2 		$227K Buy
+5,119
New +$226K 0.04% 115

Other funds holding IGEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Executive Wealth Management's IGEB Position: Q4 2024 in Review

Executive Wealth Management held its iShares Investment Grade Systematic Bond ETF (IGEB) position steady in Q4 2024 at 5,119 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #243.

Executive Wealth Management first reported a position in IGEB in Q2 2024 and has held it in 3 quarters since. The position peaked at $238K in Q3 2024. 173 funds tracked by Wall St. Rank hold IGEB as of Q4 2024.

  • Executive Wealth Management held 5,119 shares of iShares Investment Grade Systematic Bond ETF worth $227K as of Q4 2024.
  • Executive Wealth Management left its iShares Investment Grade Systematic Bond ETF share count unchanged in Q4 2024.
  • iShares Investment Grade Systematic Bond ETF made up 0.02% of Executive Wealth Management's portfolio in Q4 2024, its #243 holding.
  • Executive Wealth Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and has held it in 3 quarters since.
  • Executive Wealth Management's iShares Investment Grade Systematic Bond ETF position peaked at $238K in Q3 2024.
  • 173 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.