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Security Financial Services’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Security Financial Services’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
Q4 		– Sell
-27,884
Closed -$1.3M – 170
2024
Q3 		$1.3M Buy
27,884
+820
+3% +$37.4K 0.26% 61
2024
Q2 		$1.2M Buy
+27,064
New +$1.19M 0.26% 63

Other funds holding IGEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $2.77B AUM 20.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Security Financial Services's IGEB Position: Q4 2024 in Review

Security Financial Services sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q4 2024, closing a stake of 27,884 shares — an estimated $1.3M sold.

Security Financial Services first reported a position in IGEB in Q2 2024 and held it in 2 quarters. The position peaked at $1.3M in Q3 2024. 174 funds tracked by Wall St. Rank hold IGEB as of Q4 2024.

  • Security Financial Services reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Security Financial Services sold 27,884 iShares Investment Grade Systematic Bond ETF shares in Q4 2024, an estimated $1.3M.
  • Security Financial Services first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and held it in 2 quarters.
  • Security Financial Services's iShares Investment Grade Systematic Bond ETF position peaked at $1.3M in Q3 2024.
  • 174 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q4 2024.

Based on Security Financial Services's 13F filing for Q4 2024, filed 13 Feb 2025.