ORG Partners’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

ORG 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 Q4	$3.33M	Sell	72,962 -137	-0.2%	-$6.29K	0.59%	34
2025 Q3	$3.36M	Buy	73,099 +160	+0.2%	+$7.29K	0.61%	32
2025 Q2	$3.31M	Buy	72,939 +3,956	+6%	+$176K	0.71%	28
2025 Q1	$3.1M	Buy	68,983 +25,524	+59%	+$1.14M	0.76%	24
2024 Q4	$1.93M	Sell	43,459 -285	-0.7%	-$12.9K	0.26%	69
2024 Q3	$2.03M	Buy	43,744 +12	+0%	+$547	0.33%	58
2024 Q2	$1.92M	Buy	+43,732	New	+$1.93M	0.24%	85
2024 Q1	–	Sell	-7,733	Closed	-$350K	–	773
2023 Q4	$350K	Buy	+7,733	New	+$333K	0.06%	217

Other funds holding IGEB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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 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 Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

ORG Partners's IGEB Position: Q4 2025 in Review

ORG Partners reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 0.19% in Q4 2025, selling an estimated $6.29K and leaving 72,962 shares worth $3.33M. The position accounts for 0.59% of the portfolio, ranked #34.

ORG Partners first reported a position in IGEB in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.36M in Q3 2025. 191 funds tracked by Wall St. Rank hold IGEB as of Q4 2025.

ORG Partners held 72,962 shares of iShares Investment Grade Systematic Bond ETF worth $3.33M as of Q4 2025.
ORG Partners sold 137 iShares Investment Grade Systematic Bond ETF shares in Q4 2025, an estimated $6.29K.
iShares Investment Grade Systematic Bond ETF made up 0.59% of ORG Partners's portfolio in Q4 2025, its #34 holding.
ORG Partners first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2023 and has held it in 8 quarters since.
ORG Partners's iShares Investment Grade Systematic Bond ETF position peaked at $3.36M in Q3 2025.
191 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.