Glass Jacobson Investment Advisors’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Glass Jacobson Investment 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	–	Sell	-1,730	Closed	-$76.7K	–	683
2025 Q1	$76.7K	Hold	1,730	–	–	0.03%	324
2024 Q4	$76.7K	Buy	1,730 +1,194	+223%	+$54K	0.03%	324
2024 Q3	$24.9K	Buy	536 +6	+1%	+$274	0.01%	462
2024 Q2	$23.5K	Buy	530 +7	+1%	+$309	0.01%	455
2024 Q1	$23.5K	Buy	523 +4	+0.8%	+$179	0.01%	461
2023 Q4	$23.5K	Buy	+519	New	+$22.3K	0.01%	423

Other funds holding IGEB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Glass Jacobson Investment Advisors's IGEB Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q2 2025, closing a stake of 1,730 shares — an estimated $76.7K sold.

Glass Jacobson Investment Advisors first reported a position in IGEB in Q4 2023 and held it in 6 quarters. The position peaked at $76.7K in Q1 2025. 178 funds tracked by Wall St. Rank hold IGEB as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 1,730 iShares Investment Grade Systematic Bond ETF shares in Q2 2025, an estimated $76.7K.
Glass Jacobson Investment Advisors first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2023 and held it in 6 quarters.
Glass Jacobson Investment Advisors's iShares Investment Grade Systematic Bond ETF position peaked at $76.7K in Q1 2025.
178 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.