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Guardian Wealth Advisors (North Carolina)’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q3 		– Sell
-188
Closed -$8.54K – 441
2025
Q2 		$8.54K Hold
188
– – ﹤0.01% 487
2025
Q1 		$8.46K Hold
188
– – ﹤0.01% 468
2024
Q4 		$8.34K Buy
+188
New +$8.5K ﹤0.01% 450

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s IGEB Position: Q3 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q3 2025, closing a stake of 188 shares — an estimated $8.54K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in IGEB in Q4 2024 and held it in 3 quarters. The position peaked at $8.54K in Q2 2025. 181 funds tracked by Wall St. Rank hold IGEB as of Q3 2025.

  • Guardian Wealth Advisors (North Carolina) reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 188 iShares Investment Grade Systematic Bond ETF shares in Q3 2025, an estimated $8.54K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2024 and held it in 3 quarters.
  • Guardian Wealth Advisors (North Carolina)'s iShares Investment Grade Systematic Bond ETF position peaked at $8.54K in Q2 2025.
  • 181 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q3 2025.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2025, filed 14 Nov 2025.