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

IFP 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	$3.66M	Sell	81,267 -14,119	-15%	-$644K	0.08%	284
2025 Q4	$4.36M	Sell	95,386 -14,175	-13%	-$651K	0.1%	222
2025 Q3	$5.04M	Buy	109,561 +50	+0%	+$2.28K	0.13%	173
2025 Q2	$4.98M	Buy	109,511 +45,535	+71%	+$2.03M	0.14%	157
2025 Q1	$2.88M	Buy	63,976 +18,425	+40%	+$823K	0.09%	265
2024 Q4	$2.02M	Buy	45,551 +32,505	+249%	+$1.47M	0.07%	335
2024 Q3	$606K	Buy	13,046 +2,442	+23%	+$111K	0.02%	620
2024 Q2	$470K	Buy	10,604 +10,419	+5,632%	+$460K	0.02%	678
2024 Q1	$8.3K	Buy	+185	New	+$8.27K	﹤0.01%	2301

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