Icon Wealth Advisors’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Icon Wealth 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
2026 Q1	$922K	Sell	20,473 -3,577	-15%	-$163K	0.06%	179
2025 Q4	$1.1M	Sell	24,050 -1,509	-6%	-$69.3K	0.07%	164
2025 Q3	$1.18M	Buy	25,559 +19,849	+348%	+$904K	0.08%	164
2025 Q2	$259K	Buy	5,710 +1,925	+51%	+$85.8K	0.02%	329
2025 Q1	$170K	Buy	3,785 +350	+10%	+$15.6K	0.01%	390
2024 Q4	$152K	Sell	3,435 -29,751	-90%	-$1.35M	0.01%	425
2024 Q3	$1.54M	Sell	33,186 -243	-0.7%	-$11.1K	0.13%	118
2024 Q2	$1.51M	Buy	33,429 +30,052	+890%	+$1.33M	0.13%	114
2024 Q1	$151K	Buy	+3,377	New	+$151K	0.01%	387

Other funds holding IGEB

Envestnet Asset Management

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

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 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return