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

SWMG 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
2026
Q1 		– Sell
-35,780
Closed -$1.64M – 123
2025
Q4 		$1.64M Buy
35,780
+830
+2% +$38.1K 0.45% 28
2025
Q3 		$1.62M Sell
34,950
-7,613
-18% -$347K 0.49% 29
2025
Q2 		$1.92M Buy
42,563
+946
+2% +$42.1K 0.65% 24
2025
Q1 		$1.86M Buy
41,617
+13,509
+48% +$603K 0.74% 29
2024
Q4 		$1.25M Buy
28,108
+3,422
+14% +$155K 0.5% 32
2024
Q3 		$1.11M Buy
24,686
+1,334
+6% +$60.8K 0.46% 36
2024
Q2 		$1.04M Sell
23,352
-4,862
-17% -$215K 0.46% 41
2024
Q1 		$1.27M Buy
+28,214
New +$1.26M 0.57% 32

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return