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

LGT Financial 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
2025
Q4 		– Sell
-361
Closed -$16.6K – 305
2025
Q3 		$16.6K Sell
361
-1,398
-79% -$63.7K 0.04% 197
2025
Q2 		$79.9K Buy
+1,759
New +$78.4K 0.2% 85

Other funds holding IGEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $36.1B AUM 19.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LGT Financial Advisors's IGEB Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q4 2025, closing a stake of 361 shares — an estimated $16.6K sold.

LGT Financial Advisors first reported a position in IGEB in Q2 2025 and held it in 2 quarters. The position peaked at $79.9K in Q2 2025. 191 funds tracked by Wall St. Rank hold IGEB as of Q4 2025.

  • LGT Financial Advisors reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 361 iShares Investment Grade Systematic Bond ETF shares in Q4 2025, an estimated $16.6K.
  • LGT Financial Advisors first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2025 and held it in 2 quarters.
  • LGT Financial Advisors's iShares Investment Grade Systematic Bond ETF position peaked at $79.9K in Q2 2025.
  • 191 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.