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GPS Wealth Strategies Group’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

GPS Wealth Strategies Group’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
-1,342
Closed -$61.8K – 1038
2025
Q3 		$61.8K Buy
1,342
+1,042
+347% +$47.5K 0.01% 618
2025
Q2 		$13.6K Hold
300
– – ﹤0.01% 952
2025
Q1 		$13.5K Hold
300
– – ﹤0.01% 930
2024
Q4 		$13.3K Hold
300
– – ﹤0.01% 890
2024
Q3 		$13.9K Hold
300
– – ﹤0.01% 882
2024
Q2 		$13.3K Hold
300
– – ﹤0.01% 851
2024
Q1 		$13.5K Hold
300
– – ﹤0.01% 800
2023
Q4 		$13.6K Buy
+300
New +$12.9K ﹤0.01% 776

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