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WR Wealth Planners’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

WR Wealth Planners’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
Q4 		$33.4K Sell
753
-758
-50% -$34.3K 0.01% 372
2024
Q3 		$70.2K Buy
+1,511
New +$68.9K 0.02% 295
2022
Q2 		– Sell
-1,506
Closed -$73.1K – 535
2022
Q1 		$73.1K Buy
+1,506
New +$75.3K 0.04% 149

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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 $10.2B AUM 16.58% 1-Year Est. Return

WR Wealth Planners's IGEB Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 50% in Q4 2024, selling an estimated $34.3K and leaving 753 shares worth $33.4K. The position accounts for 0.01% of the portfolio, ranked #372.

WR Wealth Planners first reported a position in IGEB in Q1 2022 and has held it in 3 quarters since. The position peaked at $73.1K in Q1 2022. 173 funds tracked by Wall St. Rank hold IGEB as of Q4 2024.

  • WR Wealth Planners held 753 shares of iShares Investment Grade Systematic Bond ETF worth $33.4K as of Q4 2024.
  • WR Wealth Planners sold 758 iShares Investment Grade Systematic Bond ETF shares in Q4 2024, an estimated $34.3K.
  • iShares Investment Grade Systematic Bond ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #372 holding.
  • WR Wealth Planners first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2022 and has held it in 3 quarters since.
  • WR Wealth Planners's iShares Investment Grade Systematic Bond ETF position peaked at $73.1K in Q1 2022.
  • 173 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.