Vertex Planning Partners’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Vertex Planning Partners’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	-16,024	Closed	-$732K	–	138
2025 Q4	$732K	Buy	16,024 +820	+5%	+$37.6K	0.17%	61
2025 Q3	$700K	Buy	15,204 +1,603	+12%	+$73K	0.13%	93
2025 Q2	$618K	Buy	13,601 +430	+3%	+$19.2K	0.13%	90
2025 Q1	$593K	Buy	13,171 +3,089	+31%	+$138K	0.13%	88
2024 Q4	$447K	Buy	10,082 +504	+5%	+$22.8K	0.1%	116
2024 Q3	$445K	Buy	9,578 +548	+6%	+$25K	0.11%	101
2024 Q2	$401K	Buy	9,030 +34	+0.4%	+$1.5K	0.1%	102
2024 Q1	$403K	Buy	+8,996	New	+$402K	0.11%	105

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