Summit X LLC’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Summit X LLC’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	-31,190	Closed	-$1.38M	–	228
2024 Q3	$1.38M	Sell	31,190 -155	-0.5%	-$7.07K	0.34%	64
2024 Q2	$1.39M	Buy	+31,345	New	+$1.38M	0.31%	70
2020 Q2	–	Sell	-7,046	Closed	-$345K	–	225
2020 Q1	$345K	Buy	7,046 +365	+5%	+$18.8K	0.16%	129
2019 Q4	$347K	Buy	6,681 +1,106	+20%	+$57.8K	0.13%	186
2019 Q3	$291K	Sell	5,575 -3,908	-41%	-$204K	0.12%	193
2019 Q2	$487K	Sell	9,483 -1,300	-12%	-$64.9K	0.2%	124
2019 Q1	$532K	Buy	+10,783	New	+$522K	0.23%	117

Other funds holding IGEB

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

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

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 $2.49B AUM 17.24% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Summit X LLC's IGEB Position: Q4 2024 in Review

Summit X LLC sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q4 2024, closing a stake of 31,190 shares — an estimated $1.38M sold.

Summit X LLC first reported a position in IGEB in Q1 2019 and held it in 7 quarters. The position peaked at $1.39M in Q2 2024. 173 funds tracked by Wall St. Rank hold IGEB as of Q4 2024.

Summit X LLC reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q4 2024 after selling out during the quarter.
Summit X LLC sold 31,190 iShares Investment Grade Systematic Bond ETF shares in Q4 2024, an estimated $1.38M.
Summit X LLC first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2019 and held it in 7 quarters.
Summit X LLC's iShares Investment Grade Systematic Bond ETF position peaked at $1.39M in Q2 2024.
173 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q4 2024.

Based on Summit X LLC's 13F filing for Q4 2024, filed 7 Feb 2025.