Raymond James Financial Services Advisors’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Raymond James Financial Services 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
2024 Q3	$4.17M	Buy	89,636 +44,334	+98%	+$2.02M	0.01%	1325
2024 Q2	$2.01M	Buy	+45,302	New	+$2M	﹤0.01%	1666
2023 Q2	–	Sell	-6,574	Closed	-$294K	–	3292
2023 Q1	$294K	Hold	6,574	–	–	﹤0.01%	2655
2022 Q4	$285K	Hold	6,574	–	–	﹤0.01%	2628
2022 Q3	$278K	Buy	+6,574	New	+$294K	﹤0.01%	2614

Other funds holding IGEB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial Services Advisors's IGEB Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 98% in Q3 2024, buying an estimated $2.02M and bringing the position to 89,636 shares worth $4.17M. The position accounts for 0.01% of the portfolio, ranked #1325.

Raymond James Financial Services Advisors first reported a position in IGEB in Q3 2022 and has held it in 5 quarters since. 231 funds tracked by Wall St. Rank hold IGEB as of Q3 2024.

Raymond James Financial Services Advisors held 89,636 shares of iShares Investment Grade Systematic Bond ETF worth $4.17M as of Q3 2024.
Raymond James Financial Services Advisors bought 44,334 iShares Investment Grade Systematic Bond ETF shares in Q3 2024, an estimated $2.02M.
iShares Investment Grade Systematic Bond ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1325 holding.
Raymond James Financial Services Advisors first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2022 and has held it in 5 quarters since.
231 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.