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Precision Wealth Strategies’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Precision Wealth Strategies’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 		– Sell
-4,607
Closed -$212K – 170
2025
Q3 		$212K Sell
4,607
-456
-9% -$20.8K 0.07% 157
2025
Q2 		$230K Buy
+5,063
New +$226K 0.07% 159

Other funds holding IGEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Precision Wealth Strategies's IGEB Position: Q4 2025 in Review

Precision Wealth Strategies sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q4 2025, closing a stake of 4,607 shares — an estimated $212K sold.

Precision Wealth Strategies first reported a position in IGEB in Q2 2025 and held it in 2 quarters. The position peaked at $230K in Q2 2025. 191 funds tracked by Wall St. Rank hold IGEB as of Q4 2025.

  • Precision Wealth Strategies reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Precision Wealth Strategies sold 4,607 iShares Investment Grade Systematic Bond ETF shares in Q4 2025, an estimated $212K.
  • Precision Wealth Strategies first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2025 and held it in 2 quarters.
  • Precision Wealth Strategies's iShares Investment Grade Systematic Bond ETF position peaked at $230K in Q2 2025.
  • 191 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q4 2025.

Based on Precision Wealth Strategies's 13F filing for Q4 2025, filed 30 Jan 2026.