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First Heartland Consultants’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

First Heartland Consultants’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 		– Sell
-6,139
Closed -$285K – 474
2024
Q3 		$285K Buy
+6,139
New +$280K 0.03% 347

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SIM
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Carson Wealth (CWM LLC)
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Ameriprise
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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

First Heartland Consultants's IGEB Position: Q4 2024 in Review

First Heartland Consultants sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q4 2024, closing a stake of 6,139 shares — an estimated $285K sold.

First Heartland Consultants first reported a position in IGEB in Q3 2024 and held it in 1 quarter. The position peaked at $285K in Q3 2024. 173 funds tracked by Wall St. Rank hold IGEB as of Q4 2024.

  • First Heartland Consultants reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q4 2024 after selling out during the quarter.
  • First Heartland Consultants sold 6,139 iShares Investment Grade Systematic Bond ETF shares in Q4 2024, an estimated $285K.
  • First Heartland Consultants first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2024 and held it in 1 quarter.
  • First Heartland Consultants's iShares Investment Grade Systematic Bond ETF position peaked at $285K in Q3 2024.
  • 173 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q4 2024.

Based on First Heartland Consultants's 13F filing for Q4 2024, filed 18 Feb 2025.