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Spectrum Wealth Counsel’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Spectrum Wealth Counsel’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
Q1 		$327K Buy
7,255
+1,484
+26% +$66.2K 0.04% 103
2024
Q4 		$256K Sell
5,771
-12,719
-69% -$575K 0.03% 109
2024
Q3 		$859K Buy
18,490
+1,854
+11% +$84.5K 0.1% 79
2024
Q2 		$738K Buy
16,636
+12,482
+300% +$551K 0.09% 74
2024
Q1 		$186K Buy
+4,154
New +$186K 0.02% 133

Other funds holding IGEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Spectrum Wealth Counsel's IGEB Position: Q1 2025 in Review

Spectrum Wealth Counsel increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 26% in Q1 2025, buying an estimated $66.2K and bringing the position to 7,255 shares worth $327K. The position accounts for 0.04% of the portfolio, ranked #103.

Spectrum Wealth Counsel first reported a position in IGEB in Q1 2024 and has held it in 5 quarters since. The position peaked at $859K in Q3 2024. 154 funds tracked by Wall St. Rank hold IGEB as of Q1 2025.

  • Spectrum Wealth Counsel held 7,255 shares of iShares Investment Grade Systematic Bond ETF worth $327K as of Q1 2025.
  • Spectrum Wealth Counsel bought 1,484 iShares Investment Grade Systematic Bond ETF shares in Q1 2025, an estimated $66.2K.
  • iShares Investment Grade Systematic Bond ETF made up 0.04% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #103 holding.
  • Spectrum Wealth Counsel first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2024 and has held it in 5 quarters since.
  • Spectrum Wealth Counsel's iShares Investment Grade Systematic Bond ETF position peaked at $859K in Q3 2024.
  • 154 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.