HPM
IGEB icon

Hoxton Planning & Management’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Hoxton Planning & 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
2024
Q4 		– Sell
-4,830
Closed -$224K – 212
2024
Q3 		$224K Sell
4,830
-16
-0.3% -$729 0.09% 188
2024
Q2 		$215K Buy
+4,846
New +$214K 0.1% 149

Other funds holding IGEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Hoxton Planning & Management's IGEB Position: Q4 2024 in Review

Hoxton Planning & Management sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q4 2024, closing a stake of 4,830 shares — an estimated $224K sold.

Hoxton Planning & Management first reported a position in IGEB in Q2 2024 and held it in 2 quarters. The position peaked at $224K in Q3 2024. 173 funds tracked by Wall St. Rank hold IGEB as of Q4 2024.

  • Hoxton Planning & Management reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Hoxton Planning & Management sold 4,830 iShares Investment Grade Systematic Bond ETF shares in Q4 2024, an estimated $224K.
  • Hoxton Planning & Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and held it in 2 quarters.
  • Hoxton Planning & Management's iShares Investment Grade Systematic Bond ETF position peaked at $224K in Q3 2024.
  • 173 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q4 2024.

Based on Hoxton Planning & Management's 13F filing for Q4 2024, filed 8 Sep 2025.