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Prime Capital Investment Advisors’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Prime Capital Investment Advisors’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 		$1.48M Buy
32,956
+713
+2% +$32.5K 0.02% 415
2025
Q4 		$1.47M Sell
32,243
-1,958
-6% -$89.9K 0.02% 413
2025
Q3 		$1.57M Sell
34,201
-933
-3% -$42.5K 0.02% 381
2025
Q2 		$1.6M Sell
35,134
-1,914
-5% -$85.3K 0.02% 368
2025
Q1 		$1.67M Buy
37,048
+1,862
+5% +$83.1K 0.02% 396
2024
Q4 		$1.56M Sell
35,186
-4,612
-12% -$209K 0.02% 341
2024
Q3 		$1.85M Buy
39,798
+78
+0.2% +$3.56K 0.03% 323
2024
Q2 		$1.76M Sell
39,720
-681
-2% -$30.1K 0.03% 332
2024
Q1 		$1.81M Buy
40,401
+22,157
+121% +$991K 0.03% 360
2023
Q4 		$825K Buy
+18,244
New +$785K 0.01% 465

Other funds holding IGEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
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
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Morgan Stanley
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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return