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

Silver Oak 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
Q3 		– Sell
-32,594
Closed -$1.48M – 785
2025
Q2 		$1.48M Sell
32,594
-331
-1% -$14.7K 0.12% 178
2025
Q1 		$1.48M Buy
32,925
+4,497
+16% +$201K 0.14% 164
2024
Q4 		$1.26M Buy
+28,428
New +$1.29M 0.12% 182

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Silver Oak Securities's IGEB Position: Q3 2025 in Review

Silver Oak Securities sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q3 2025, closing a stake of 32,594 shares — an estimated $1.48M sold.

Silver Oak Securities first reported a position in IGEB in Q4 2024 and held it in 3 quarters. The position peaked at $1.48M in Q2 2025. 181 funds tracked by Wall St. Rank hold IGEB as of Q3 2025.

  • Silver Oak Securities reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Silver Oak Securities sold 32,594 iShares Investment Grade Systematic Bond ETF shares in Q3 2025, an estimated $1.48M.
  • Silver Oak Securities first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2024 and held it in 3 quarters.
  • Silver Oak Securities's iShares Investment Grade Systematic Bond ETF position peaked at $1.48M in Q2 2025.
  • 181 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q3 2025.

Based on Silver Oak Securities's 13F filing for Q3 2025, filed 21 Oct 2025.