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Vantage Financial Partners (Illinois)’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Vantage Financial Partners (Illinois)’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
Q2 		$4.96M Buy
+111,753
New +$4.93M 1.23% 26

Other funds holding IGEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vantage Financial Partners (Illinois)'s IGEB Position: Q2 2024 in Review

Vantage Financial Partners (Illinois) opened a new position in iShares Investment Grade Systematic Bond ETF (IGEB) in Q2 2024: 111,753 shares worth $4.96M. The stake represents 1.23% of the portfolio and ranks #26 among its holdings.

203 funds tracked by Wall St. Rank hold IGEB as of Q2 2024.

  • Vantage Financial Partners (Illinois) held 111,753 shares of iShares Investment Grade Systematic Bond ETF worth $4.96M as of Q2 2024.
  • iShares Investment Grade Systematic Bond ETF was a new Vantage Financial Partners (Illinois) position in Q2 2024.
  • iShares Investment Grade Systematic Bond ETF made up 1.23% of Vantage Financial Partners (Illinois)'s portfolio in Q2 2024, its #26 holding.
  • 203 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2024.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q2 2024, filed 14 Aug 2024.