Park Avenue Securities’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Park Avenue Securities’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	$6M	Sell	133,267 -38,061	-22%	-$1.74M	0.05%	277
2025 Q4	$7.82M	Buy	171,328 +9,498	+6%	+$436K	0.07%	226
2025 Q3	$7.45M	Buy	161,830 +13,492	+9%	+$614K	0.06%	244
2025 Q2	$6.74M	Buy	148,338 +69,114	+87%	+$3.08M	0.06%	227
2025 Q1	$3.57M	Buy	79,224 +19,185	+32%	+$856K	0.04%	264
2024 Q4	$2.66M	Sell	60,039 -278,568	-82%	-$12.6M	0.03%	383
2024 Q3	$15.7M	Sell	338,607 -12,628	-4%	-$576K	0.18%	84
2024 Q2	$15.6M	Buy	351,235 +318,783	+982%	+$14.1M	0.19%	78
2024 Q1	$1.46M	Buy	32,452 +8,440	+35%	+$377K	0.02%	511
2023 Q4	$1.09M	Buy	+24,012	New	+$1.03M	0.02%	576

Other funds holding IGEB

Envestnet Asset Management

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

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 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

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return