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Nations Financial Group’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Nations Financial Group’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 		$1.35M Buy
30,066
+4,056
+16% +$185K 0.07% 296
2025
Q4 		$1.19M Buy
26,010
+8,970
+53% +$412K 0.06% 307
2025
Q3 		$785K Buy
17,040
+2,142
+14% +$97.6K 0.05% 379
2025
Q2 		$677K Buy
14,898
+3,185
+27% +$142K 0.05% 388
2025
Q1 		$527K Sell
11,713
-4,663
-28% -$208K 0.04% 413
2024
Q4 		$726K Buy
16,376
+6,041
+58% +$273K 0.05% 351
2024
Q3 		$480K Sell
10,335
-1,078
-9% -$49.1K 0.03% 446
2024
Q2 		$506K Sell
11,413
-308
-3% -$13.6K 0.04% 399
2024
Q1 		$526K Buy
11,721
+6,126
+109% +$274K 0.04% 405
2023
Q4 		$253K Buy
+5,595
New +$241K 0.02% 550

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