GA
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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 – 365
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $431B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return