Peapack-Gladstone Financial Corp’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Peapack-Gladstone Financial Corp’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	-88,075	Closed	-$4.02M	–	667
2025 Q4	$4.02M	Buy	88,075 +28,405	+48%	+$1.3M	0.05%	260
2025 Q3	$2.75M	Buy	59,670 +50	+0.1%	+$2.28K	0.04%	306
2025 Q2	$2.71M	Buy	59,620 +1,350	+2%	+$60.1K	0.04%	299
2025 Q1	$2.62M	Buy	58,270 +18,790	+48%	+$839K	0.04%	301
2024 Q4	$1.75M	Buy	39,480 +32,680	+481%	+$1.48M	0.03%	339
2024 Q3	$316K	Buy	6,800 +1,300	+24%	+$59.3K	﹤0.01%	563
2024 Q2	$244K	Buy	+5,500	New	+$243K	﹤0.01%	597

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