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Advisor Group’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Advisor Group’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
2019
Q4 		$99K Sell
1,922
-360
-16% -$18.8K ﹤0.01% 2948
2019
Q3 		$120K Buy
2,282
+114
+5% +$5.94K ﹤0.01% 2754
2019
Q2 		$112K Buy
+2,168
New +$108K ﹤0.01% 2773

Other funds holding IGEB

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
PK
Pflug Koory Omaha, Nebraska $250M AUM 42.29% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
KWA
KCS Wealth Advisory Los Angeles, California $235M AUM 24.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SXL
Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return

Advisor Group's IGEB Position: Q4 2019 in Review

Advisor Group reduced its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 16% in Q4 2019, selling an estimated $18.8K and leaving 1,922 shares worth $99K. The position accounts for ﹤0.01% of the portfolio, ranked #2948.

Advisor Group first reported a position in IGEB in Q2 2019 and has held it in 3 quarters since. The position peaked at $120K in Q3 2019. 19 funds tracked by Wall St. Rank hold IGEB as of Q4 2019.

  • Advisor Group held 1,922 shares of iShares Investment Grade Systematic Bond ETF worth $99K as of Q4 2019.
  • Advisor Group sold 360 iShares Investment Grade Systematic Bond ETF shares in Q4 2019, an estimated $18.8K.
  • iShares Investment Grade Systematic Bond ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2948 holding.
  • Advisor Group first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2019 and has held it in 3 quarters since.
  • Advisor Group's iShares Investment Grade Systematic Bond ETF position peaked at $120K in Q3 2019.
  • 19 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.