SC
IGEB icon

SouthState Corp’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

SouthState Corp’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
Q1 		– Sell
-1,236
Closed -$55.9K – 708
2023
Q4 		$55.9K Buy
+1,236
New +$53.2K ﹤0.01% 343

Other funds holding IGEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

SouthState Corp's IGEB Position: Q1 2024 in Review

SouthState Corp sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q1 2024, closing a stake of 1,236 shares — an estimated $55.9K sold.

SouthState Corp first reported a position in IGEB in Q4 2023 and held it in 1 quarter. The position peaked at $55.9K in Q4 2023. 101 funds tracked by Wall St. Rank hold IGEB as of Q1 2024.

  • SouthState Corp reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q1 2024 after selling out during the quarter.
  • SouthState Corp sold 1,236 iShares Investment Grade Systematic Bond ETF shares in Q1 2024, an estimated $55.9K.
  • SouthState Corp first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2023 and held it in 1 quarter.
  • SouthState Corp's iShares Investment Grade Systematic Bond ETF position peaked at $55.9K in Q4 2023.
  • 101 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2024.

Based on SouthState Corp's 13F filing for Q1 2024, filed 6 May 2024.