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First Horizon Advisors’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

First Horizon Advisors’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
Q2 		$448K Buy
9,856
+2,724
+38% +$121K 0.01% 372
2025
Q1 		$321K Buy
7,132
+1,216
+21% +$54.3K 0.01% 418
2024
Q4 		$262K Sell
5,916
-6,838
-54% -$309K 0.01% 463
2024
Q3 		$593K Buy
12,754
+4,612
+57% +$210K 0.02% 315
2024
Q2 		$361K Buy
8,142
+7,596
+1,391% +$335K 0.01% 390
2024
Q1 		$24.5K Buy
546
+11
+2% +$492 ﹤0.01% 1269
2023
Q4 		$24.2K Buy
+535
New +$23K ﹤0.01% 1263

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

First Horizon Advisors's IGEB Position: Q2 2025 in Review

First Horizon Advisors increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 38% in Q2 2025, buying an estimated $121K and bringing the position to 9,856 shares worth $448K. The position accounts for 0.01% of the portfolio, ranked #372.

First Horizon Advisors first reported a position in IGEB in Q4 2023 and has held it in 7 quarters since. The position peaked at $593K in Q3 2024. 178 funds tracked by Wall St. Rank hold IGEB as of Q2 2025.

  • First Horizon Advisors held 9,856 shares of iShares Investment Grade Systematic Bond ETF worth $448K as of Q2 2025.
  • First Horizon Advisors bought 2,724 iShares Investment Grade Systematic Bond ETF shares in Q2 2025, an estimated $121K.
  • iShares Investment Grade Systematic Bond ETF made up 0.01% of First Horizon Advisors's portfolio in Q2 2025, its #372 holding.
  • First Horizon Advisors first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2023 and has held it in 7 quarters since.
  • First Horizon Advisors's iShares Investment Grade Systematic Bond ETF position peaked at $593K in Q3 2024.
  • 178 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.