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

WealthShield 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
2025
Q1 		– Sell
-59
Closed -$2.62K – 543
2024
Q4 		$2.62K Sell
59
-20,816
-100% -$941K ﹤0.01% 474
2024
Q3 		$970K Sell
20,875
-181
-0.9% -$8.25K 0.13% 158
2024
Q2 		$934K Buy
+21,056
New +$929K 0.14% 154
2020
Q2 		– Sell
-39
Closed -$2K – 329
2020
Q1 		$2K Buy
+39
New +$2.01K ﹤0.01% 255

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

WealthShield Partners's IGEB Position: Q1 2025 in Review

WealthShield Partners sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q1 2025, closing a stake of 59 shares — an estimated $2.62K sold.

WealthShield Partners first reported a position in IGEB in Q1 2020 and held it in 4 quarters. The position peaked at $970K in Q3 2024. 154 funds tracked by Wall St. Rank hold IGEB as of Q1 2025.

  • WealthShield Partners reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q1 2025 after selling out during the quarter.
  • WealthShield Partners sold 59 iShares Investment Grade Systematic Bond ETF shares in Q1 2025, an estimated $2.62K.
  • WealthShield Partners first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2020 and held it in 4 quarters.
  • WealthShield Partners's iShares Investment Grade Systematic Bond ETF position peaked at $970K in Q3 2024.
  • 154 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2025.

Based on WealthShield Partners's 13F filing for Q1 2025, filed 9 May 2025.