GoalVest Advisory’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

GoalVest Advisory’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	–	Sell	-3,608	Closed	-$166K	–	535
2025 Q3	$166K	Buy	+3,608	New	+$164K	0.04%	142
2024 Q2	–	Sell	-156	Closed	-$7K	–	362
2024 Q1	$7K	Hold	156	–	–	﹤0.01%	331
2023 Q4	$7.06K	Sell	156 -328	-68%	-$14.1K	﹤0.01%	275
2023 Q3	$20.5K	Buy	484 +156	+48%	+$6.78K	0.01%	217
2023 Q2	$14.5K	Buy	+328	New	+$14.5K	0.01%	224

Other funds holding IGEB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

GoalVest Advisory's IGEB Position: Q4 2025 in Review

GoalVest Advisory sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q4 2025, closing a stake of 3,608 shares — an estimated $166K sold.

GoalVest Advisory first reported a position in IGEB in Q2 2023 and held it in 5 quarters. The position peaked at $166K in Q3 2025. 191 funds tracked by Wall St. Rank hold IGEB as of Q4 2025.

GoalVest Advisory reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q4 2025 after selling out during the quarter.
GoalVest Advisory sold 3,608 iShares Investment Grade Systematic Bond ETF shares in Q4 2025, an estimated $166K.
GoalVest Advisory first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2023 and held it in 5 quarters.
GoalVest Advisory's iShares Investment Grade Systematic Bond ETF position peaked at $166K in Q3 2025.
191 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q4 2025.

Based on GoalVest Advisory's 13F filing for Q4 2025, filed 5 Jan 2026.