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Kozak & Associates’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Kozak & Associates’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
Q4 		– Sell
-87
Closed -$3.97K – 451
2025
Q3 		$3.97K Buy
+87
New +$3.96K ﹤0.01% 332
2024
Q4 		– Sell
-193
Closed -$8.88K – 457
2024
Q3 		$8.88K Buy
+193
New +$8.8K ﹤0.01% 240

Other funds holding IGEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Kozak & Associates's IGEB Position: Q4 2025 in Review

Kozak & Associates sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q4 2025, closing a stake of 87 shares — an estimated $3.97K sold.

Kozak & Associates first reported a position in IGEB in Q3 2024 and held it in 2 quarters. The position peaked at $8.88K in Q3 2024. 191 funds tracked by Wall St. Rank hold IGEB as of Q4 2025.

  • Kozak & Associates reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Kozak & Associates sold 87 iShares Investment Grade Systematic Bond ETF shares in Q4 2025, an estimated $3.97K.
  • Kozak & Associates first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2024 and held it in 2 quarters.
  • Kozak & Associates's iShares Investment Grade Systematic Bond ETF position peaked at $8.88K in Q3 2024.
  • 191 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q4 2025.

Based on Kozak & Associates's 13F filing for Q4 2025, filed 12 Jan 2026.