WFA
IGEB icon

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

Wells 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
2024
Q3 		– Sell
-3,628
Closed -$161K – 107
2024
Q2 		$161K Buy
+3,628
New +$160K 0.11% 55

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 $377B 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Financial Advisors's IGEB Position: Q3 2024 in Review

Wells Financial Advisors sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q3 2024, closing a stake of 3,628 shares — an estimated $161K sold.

Wells Financial Advisors first reported a position in IGEB in Q2 2024 and held it in 1 quarter. The position peaked at $161K in Q2 2024. 231 funds tracked by Wall St. Rank hold IGEB as of Q3 2024.

  • Wells Financial Advisors reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Wells Financial Advisors sold 3,628 iShares Investment Grade Systematic Bond ETF shares in Q3 2024, an estimated $161K.
  • Wells Financial Advisors first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and held it in 1 quarter.
  • Wells Financial Advisors's iShares Investment Grade Systematic Bond ETF position peaked at $161K in Q2 2024.
  • 231 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q3 2024.

Based on Wells Financial Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.