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Trivium Point Advisory’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Trivium Point Advisory’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
-72,793
Closed -$3.32M – 300
2025
Q4 		$3.32M Sell
72,793
-2,049
-3% -$94.1K 0.33% 78
2025
Q3 		$3.45M Buy
74,842
+14,647
+24% +$667K 0.35% 71
2025
Q2 		$2.74M Buy
60,195
+5,536
+10% +$247K 0.3% 91
2025
Q1 		$2.46M Buy
54,659
+24,602
+82% +$1.1M 0.31% 94
2024
Q4 		$1.33M Buy
30,057
+4,523
+18% +$205K 0.17% 145
2024
Q3 		$1.14M Buy
25,534
+20,980
+461% +$956K 0.16% 153
2024
Q2 		$202K Buy
+4,554
New +$201K 0.03% 298

Other funds holding IGEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
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