Advisornet Financial’s iMGP RBA Responsible Global Allocation ETF IRBA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-9,453
Closed -$91.1K 2208
2024
Q1
$91.1K Buy
9,453
+4,329
+84% +$40.8K 0.01% 656
2023
Q4
$48.1K Hold
5,124
﹤0.01% 814
2023
Q3
$45.2K Buy
5,124
+2,600
+103% +$23.9K ﹤0.01% 814
2023
Q2
$23.3K Hold
2,524
﹤0.01% 1028
2023
Q1
$23K Buy
2,524
+24
+1% +$218 ﹤0.01% 1029
2022
Q4
$22.2K Hold
2,500
﹤0.01% 1025
2022
Q3
$21K Buy
+2,500
New +$22.5K ﹤0.01% 1091

Advisornet Financial's IRBA Position: Q2 2024 in Review

Advisornet Financial sold out of iMGP RBA Responsible Global Allocation ETF (IRBA) in Q2 2024, closing a stake of 9,453 shares — an estimated $91.1K sold.

Advisornet Financial first reported a position in IRBA in Q3 2022 and held it in 7 quarters. The position peaked at $91.1K in Q1 2024. 0 funds tracked by Wall St. Rank hold IRBA as of Q2 2024.

  • Advisornet Financial reported no remaining iMGP RBA Responsible Global Allocation ETF position as of Q2 2024 after selling out during the quarter.
  • Advisornet Financial sold 9,453 iMGP RBA Responsible Global Allocation ETF shares in Q2 2024, an estimated $91.1K.
  • Advisornet Financial first reported a position in iMGP RBA Responsible Global Allocation ETF in Q3 2022 and held it in 7 quarters.
  • Advisornet Financial's iMGP RBA Responsible Global Allocation ETF position peaked at $91.1K in Q1 2024.
  • 0 funds tracked by Wall St. Rank held iMGP RBA Responsible Global Allocation ETF as of Q2 2024.

Based on Advisornet Financial's 13F filing for Q2 2024, filed 16 Jul 2024.