Horst & Graben Wealth Management’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Horst & Graben Wealth Management’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 Q1	–	Sell	-10,140	Closed	-$450K	–	164
2024 Q4	$450K	Sell	10,140 -33,282	-77%	-$1.51M	0.08%	97
2024 Q3	$2.02M	Buy	43,422 +7,219	+20%	+$329K	0.36%	38
2024 Q2	$1.61M	Buy	+36,203	New	+$1.6M	0.31%	45

Other funds holding IGEB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWAM

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

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Horst & Graben Wealth Management's IGEB Position: Q1 2025 in Review

Horst & Graben Wealth Management sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q1 2025, closing a stake of 10,140 shares — an estimated $450K sold.

Horst & Graben Wealth Management first reported a position in IGEB in Q2 2024 and held it in 3 quarters. The position peaked at $2.02M in Q3 2024. 154 funds tracked by Wall St. Rank hold IGEB as of Q1 2025.

Horst & Graben Wealth Management reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q1 2025 after selling out during the quarter.
Horst & Graben Wealth Management sold 10,140 iShares Investment Grade Systematic Bond ETF shares in Q1 2025, an estimated $450K.
Horst & Graben Wealth Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and held it in 3 quarters.
Horst & Graben Wealth Management's iShares Investment Grade Systematic Bond ETF position peaked at $2.02M in Q3 2024.
154 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2025.

Based on Horst & Graben Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.