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

Principal 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
2025
Q4 		– Sell
-2,265
Closed -$104K – 2385
2025
Q3 		$104K Sell
2,265
-142
-6% -$6.47K ﹤0.01% 1579
2025
Q2 		$109K Sell
2,407
-512
-18% -$22.8K ﹤0.01% 1515
2025
Q1 		$129K Hold
2,919
– – ﹤0.01% 1321
2024
Q4 		$129K Buy
2,919
+1,970
+208% +$89.1K ﹤0.01% 1320
2024
Q3 		$44.1K Buy
949
+285
+43% +$13K ﹤0.01% 1749
2024
Q2 		$29.5K Buy
664
+551
+488% +$24.3K ﹤0.01% 1866
2024
Q1 		$5.07K Sell
113
-47
-29% -$2.1K ﹤0.01% 2606
2023
Q4 		$7.24K Buy
+160
New +$6.88K ﹤0.01% 2397

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 $377B 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
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $36.1B AUM 19.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Principal Securities's IGEB Position: Q4 2025 in Review

Principal Securities sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q4 2025, closing a stake of 2,265 shares — an estimated $104K sold.

Principal Securities first reported a position in IGEB in Q4 2023 and held it in 8 quarters. The position peaked at $129K in Q1 2025. 191 funds tracked by Wall St. Rank hold IGEB as of Q4 2025.

  • Principal Securities reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 2,265 iShares Investment Grade Systematic Bond ETF shares in Q4 2025, an estimated $104K.
  • Principal Securities first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's iShares Investment Grade Systematic Bond ETF position peaked at $129K in Q1 2025.
  • 191 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.