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Key Financial Inc’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Key Financial Inc’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
Q3 		– Sell
-75
Closed -$3.41K – 1478
2025
Q2 		$3.41K Buy
+75
New +$3.34K ﹤0.01% 1101

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Key Financial Inc's IGEB Position: Q3 2025 in Review

Key Financial Inc sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q3 2025, closing a stake of 75 shares — an estimated $3.41K sold.

Key Financial Inc first reported a position in IGEB in Q2 2025 and held it in 1 quarter. The position peaked at $3.41K in Q2 2025. 181 funds tracked by Wall St. Rank hold IGEB as of Q3 2025.

  • Key Financial Inc reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Key Financial Inc sold 75 iShares Investment Grade Systematic Bond ETF shares in Q3 2025, an estimated $3.41K.
  • Key Financial Inc first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2025 and held it in 1 quarter.
  • Key Financial Inc's iShares Investment Grade Systematic Bond ETF position peaked at $3.41K in Q2 2025.
  • 181 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q3 2025.

Based on Key Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.