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Synergy Asset Management’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Synergy Asset Management’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 		– Sell
-1
Closed -$47 – 426
2024
Q4 		$47 Buy
+1
New +$45 ﹤0.01% 862
2024
Q2 		– Sell
-8,906
Closed -$399K – 154
2024
Q1 		$399K Buy
+8,906
New +$398K 0.07% 93

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

Synergy Asset Management's IGEB Position: Q1 2025 in Review

Synergy Asset Management sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q1 2025, closing a stake of 1 share — an estimated $47 sold.

Synergy Asset Management first reported a position in IGEB in Q1 2024 and held it in 2 quarters. The position peaked at $399K in Q1 2024. 154 funds tracked by Wall St. Rank hold IGEB as of Q1 2025.

  • Synergy Asset Management reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 1 iShares Investment Grade Systematic Bond ETF share in Q1 2025, an estimated $47.
  • Synergy Asset Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2024 and held it in 2 quarters.
  • Synergy Asset Management's iShares Investment Grade Systematic Bond ETF position peaked at $399K in Q1 2024.
  • 154 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.