Phillips Financial Management’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Phillips Financial Management’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 Q1	–	Sell	-450	Closed	-$20K	–	262
2024 Q4	$20K	Hold	450	–	–	﹤0.01%	234
2024 Q3	$20.9K	Sell	450 -2,065	-82%	-$94.1K	﹤0.01%	244
2024 Q2	$112K	Sell	2,515 -565	-18%	-$24.9K	0.01%	200
2024 Q1	$138K	Hold	3,080	–	–	0.01%	189
2023 Q4	$139K	Hold	3,080	–	–	0.01%	170
2023 Q3	$131K	Hold	3,080	–	–	0.01%	168
2023 Q2	$136K	Hold	3,080	–	–	0.01%	170
2023 Q1	$138K	Hold	3,080	–	–	0.01%	173
2022 Q4	$133K	Buy	3,080 +450	+17%	+$19.3K	0.01%	158
2022 Q3	$111K	Buy	+2,630	New	+$118K	0.01%	157

Other funds holding IGEB

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $2.49B AUM 17.24% 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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Phillips Financial Management's IGEB Position: Q1 2025 in Review

Phillips Financial Management sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q1 2025, closing a stake of 450 shares — an estimated $20K sold.

Phillips Financial Management first reported a position in IGEB in Q3 2022 and held it in 10 quarters. The position peaked at $139K in Q4 2023. 154 funds tracked by Wall St. Rank hold IGEB as of Q1 2025.

Phillips Financial Management reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q1 2025 after selling out during the quarter.
Phillips Financial Management sold 450 iShares Investment Grade Systematic Bond ETF shares in Q1 2025, an estimated $20K.
Phillips Financial Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2022 and held it in 10 quarters.
Phillips Financial Management's iShares Investment Grade Systematic Bond ETF position peaked at $139K in Q4 2023.
154 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2025.

Based on Phillips Financial Management's 13F filing for Q1 2025, filed 30 Apr 2025.