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Liberty Square Wealth Partners’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Liberty Square Wealth Partners’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
-4,805
Closed -$218K – 150
2025
Q2 		$218K Hold
4,805
– – 0.08% 138
2025
Q1 		$216K Hold
4,805
– – 0.08% 141
2024
Q4 		$215K Buy
+4,805
New +$217K 0.08% 144

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Betterment LLC
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Bank of America
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SIM
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HWAM
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Carson Wealth (CWM LLC)
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MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Liberty Square Wealth Partners's IGEB Position: Q3 2025 in Review

Liberty Square Wealth Partners sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q3 2025, closing a stake of 4,805 shares — an estimated $218K sold.

Liberty Square Wealth Partners first reported a position in IGEB in Q4 2024 and held it in 3 quarters. The position peaked at $218K in Q2 2025. 181 funds tracked by Wall St. Rank hold IGEB as of Q3 2025.

  • Liberty Square Wealth Partners reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Liberty Square Wealth Partners sold 4,805 iShares Investment Grade Systematic Bond ETF shares in Q3 2025, an estimated $218K.
  • Liberty Square Wealth Partners first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2024 and held it in 3 quarters.
  • Liberty Square Wealth Partners's iShares Investment Grade Systematic Bond ETF position peaked at $218K in Q2 2025.
  • 181 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q3 2025.

Based on Liberty Square Wealth Partners's 13F filing for Q3 2025, filed 6 Nov 2025.