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High Falls Advisors’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

High Falls Advisors’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 		$513K Buy
11,242
+775
+7% +$35.6K 0.1% 63
2025
Q3 		$482K Buy
10,467
+661
+7% +$30.1K 0.1% 71
2025
Q2 		$446K Buy
+9,806
New +$437K 0.1% 71
2024
Q4 		– Sell
-33,715
Closed -$1.57M – 124
2024
Q3 		$1.57M Buy
33,715
+954
+3% +$43.5K 0.36% 30
2024
Q2 		$1.45M Buy
+32,761
New +$1.45M 0.35% 30

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

High Falls Advisors's IGEB Position: Q4 2025 in Review

High Falls Advisors increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 7.4% in Q4 2025, buying an estimated $35.6K and bringing the position to 11,242 shares worth $513K. The position accounts for 0.1% of the portfolio, ranked #63.

High Falls Advisors first reported a position in IGEB in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.57M in Q3 2024. 191 funds tracked by Wall St. Rank hold IGEB as of Q4 2025.

  • High Falls Advisors held 11,242 shares of iShares Investment Grade Systematic Bond ETF worth $513K as of Q4 2025.
  • High Falls Advisors bought 775 iShares Investment Grade Systematic Bond ETF shares in Q4 2025, an estimated $35.6K.
  • iShares Investment Grade Systematic Bond ETF made up 0.1% of High Falls Advisors's portfolio in Q4 2025, its #63 holding.
  • High Falls Advisors first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and has held it in 5 quarters since.
  • High Falls Advisors's iShares Investment Grade Systematic Bond ETF position peaked at $1.57M in Q3 2024.
  • 191 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q4 2025.

Based on High Falls Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.