GRP
IGEB icon

Global Retirement Partners’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Global Retirement Partners’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
Q4 		$101K Buy
2,218
+485
+28% +$22.3K ﹤0.01% 1902
2025
Q3 		$79.8K Sell
1,733
-127
-7% -$5.78K ﹤0.01% 1624
2025
Q2 		$84.5K Buy
+1,860
New +$82.9K ﹤0.01% 1512
2024
Q4 		$18K Sell
406
-32,164
-99% -$1.45M ﹤0.01% 2145
2024
Q3 		$1.51M Buy
32,570
+2,866
+10% +$131K 0.05% 347
2024
Q2 		$1.32M Buy
29,704
+29,599
+28,190% +$1.31M 0.04% 363
2024
Q1 		$4.71K Sell
105
-189
-64% -$8.45K ﹤0.01% 2420
2023
Q4 		$13.2K Buy
+294
New +$12.6K ﹤0.01% 1946

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Global Retirement Partners's IGEB Position: Q4 2025 in Review

Global Retirement Partners increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 28% in Q4 2025, buying an estimated $22.3K and bringing the position to 2,218 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #1902.

Global Retirement Partners first reported a position in IGEB in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.51M in Q3 2024. 191 funds tracked by Wall St. Rank hold IGEB as of Q4 2025.

  • Global Retirement Partners held 2,218 shares of iShares Investment Grade Systematic Bond ETF worth $101K as of Q4 2025.
  • Global Retirement Partners bought 485 iShares Investment Grade Systematic Bond ETF shares in Q4 2025, an estimated $22.3K.
  • iShares Investment Grade Systematic Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1902 holding.
  • Global Retirement Partners first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2023 and has held it in 8 quarters since.
  • Global Retirement Partners's iShares Investment Grade Systematic Bond ETF position peaked at $1.51M in Q3 2024.
  • 191 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.