Advus Financial Partners, LLC’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Advus Financial Partners, LLC’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	-8,659	Closed	-$393K	–	264
2025 Q2	$393K	Sell	8,659 -4,899	-36%	-$218K	0.1%	146
2025 Q1	$610K	Sell	13,558 -11,868	-47%	-$530K	0.17%	89
2024 Q4	$1.13M	Buy	25,426 +11,080	+77%	+$501K	0.32%	52
2024 Q3	$667K	Buy	+14,346	New	+$654K	0.19%	77

Other funds holding IGEB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $49B AUM 25.55% 1-Year Est. Return

Advus Financial Partners, LLC's IGEB Position: Q3 2025 in Review

Advus Financial Partners, LLC sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q3 2025, closing a stake of 8,659 shares — an estimated $393K sold.

Advus Financial Partners, LLC first reported a position in IGEB in Q3 2024 and held it in 4 quarters. The position peaked at $1.13M in Q4 2024. 181 funds tracked by Wall St. Rank hold IGEB as of Q3 2025.

Advus Financial Partners, LLC reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q3 2025 after selling out during the quarter.
Advus Financial Partners, LLC sold 8,659 iShares Investment Grade Systematic Bond ETF shares in Q3 2025, an estimated $393K.
Advus Financial Partners, LLC first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2024 and held it in 4 quarters.
Advus Financial Partners, LLC's iShares Investment Grade Systematic Bond ETF position peaked at $1.13M in Q4 2024.
181 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q3 2025.

Based on Advus Financial Partners, LLC's 13F filing for Q3 2025, filed 25 Aug 2026.