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

ACG Wealth’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
2022
Q3 		$780K Buy
+18,443
New +$825K 0.18% 132

Other funds holding IGEB

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
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
KWA
KCS Wealth Advisory Los Angeles, California $235M AUM 24.13% 1-Year Est. Return

ACG Wealth's IGEB Position: Q3 2022 in Review

ACG Wealth opened a new position in iShares Investment Grade Systematic Bond ETF (IGEB) in Q3 2022: 18,443 shares worth $780K. The stake represents 0.18% of the portfolio and ranks #132 among its holdings.

25 funds tracked by Wall St. Rank hold IGEB as of Q3 2022.

  • ACG Wealth held 18,443 shares of iShares Investment Grade Systematic Bond ETF worth $780K as of Q3 2022.
  • iShares Investment Grade Systematic Bond ETF was a new ACG Wealth position in Q3 2022.
  • iShares Investment Grade Systematic Bond ETF made up 0.18% of ACG Wealth's portfolio in Q3 2022, its #132 holding.
  • 25 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.