United Capital Financial Advisors’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

United Capital Financial Advisors’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	$11.9M	Sell	265,023 -59,691	-18%	-$2.72M	0.07%	212
2025 Q4	$14.8M	Buy	324,714 +6,122	+2%	+$281K	0.09%	181
2025 Q3	$14.7M	Sell	318,592 -12,614	-4%	-$574K	0.11%	158
2025 Q2	$15M	Buy	331,206 +25,415	+8%	+$1.13M	0.12%	142
2025 Q1	$13.8M	Buy	305,791 +53,230	+21%	+$2.38M	0.12%	142
2024 Q4	$11.2M	Sell	252,561 -215,131	-46%	-$9.73M	0.09%	164
2024 Q3	$21.7M	Sell	467,692 -76,573	-14%	-$3.49M	0.18%	109
2024 Q2	$24.1M	Buy	544,265 +287,302	+112%	+$12.7M	0.21%	97
2024 Q1	$11.5M	Sell	256,963 -12,043	-4%	-$538K	0.1%	170
2023 Q4	$12.2M	Buy	+269,006	New	+$11.6M	0.1%	166

Other funds holding IGEB

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 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

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return