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MA Private Wealth’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

MA Private Wealth’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 		– Sell
-21,063
Closed -$962K – 88
2025
Q4 		$962K Sell
21,063
-6,076
-22% -$279K 0.16% 50
2025
Q3 		$1.25M Buy
27,139
+265
+1% +$12.1K 0.21% 42
2025
Q2 		$1.22M Buy
26,874
+5,646
+27% +$252K 0.22% 43
2025
Q1 		$955K Sell
21,228
-574
-3% -$25.6K 0.18% 45
2024
Q4 		$967K Sell
21,802
-1,101
-5% -$49.8K 0.18% 43
2024
Q3 		$1.06M Buy
22,903
+83
+0.4% +$3.78K 0.2% 42
2024
Q2 		$1.01M Buy
+22,820
New +$1.01M 0.2% 41

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 $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
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
Morgan Stanley
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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return