Wilmington Savings Fund Society’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Wilmington Savings Fund Society’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 Q3	–	Sell	-725	Closed	-$32.9K	–	1695
2025 Q2	$32.9K	Hold	725	–	–	﹤0.01%	1329
2025 Q1	$32.6K	Buy	725 +155	+27%	+$6.92K	﹤0.01%	1315
2024 Q4	$25.3K	Buy	570 +6	+1%	+$271	﹤0.01%	1445
2024 Q3	$26.2K	Buy	+564	New	+$25.7K	﹤0.01%	1401

Other funds holding IGEB

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SIM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HWAM

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Wilmington Savings Fund Society's IGEB Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q3 2025, closing a stake of 725 shares — an estimated $32.9K sold.

Wilmington Savings Fund Society first reported a position in IGEB in Q3 2024 and held it in 4 quarters. The position peaked at $32.9K in Q2 2025. 181 funds tracked by Wall St. Rank hold IGEB as of Q3 2025.

Wilmington Savings Fund Society reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q3 2025 after selling out during the quarter.
Wilmington Savings Fund Society sold 725 iShares Investment Grade Systematic Bond ETF shares in Q3 2025, an estimated $32.9K.
Wilmington Savings Fund Society first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2024 and held it in 4 quarters.
Wilmington Savings Fund Society's iShares Investment Grade Systematic Bond ETF position peaked at $32.9K in Q2 2025.
181 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.