MIS
IGEB icon

Morningstar Investment Services’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Morningstar Investment Services’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
2024
Q4 		– Sell
-15,896
Closed -$740K – 253
2024
Q3 		$740K Buy
15,896
+1,846
+13% +$84.1K 0.01% 234
2024
Q2 		$626K Buy
+14,050
New +$620K 0.01% 232

Other funds holding IGEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Morningstar Investment Services's IGEB Position: Q4 2024 in Review

Morningstar Investment Services sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q4 2024, closing a stake of 15,896 shares — an estimated $740K sold.

Morningstar Investment Services first reported a position in IGEB in Q2 2024 and held it in 2 quarters. The position peaked at $740K in Q3 2024. 173 funds tracked by Wall St. Rank hold IGEB as of Q4 2024.

  • Morningstar Investment Services reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 15,896 iShares Investment Grade Systematic Bond ETF shares in Q4 2024, an estimated $740K.
  • Morningstar Investment Services first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and held it in 2 quarters.
  • Morningstar Investment Services's iShares Investment Grade Systematic Bond ETF position peaked at $740K in Q3 2024.
  • 173 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.