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Belpointe Asset Management’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-59
Closed -$2.64K – 1869
2023
Q1 		$2.64K Hold
59
– – ﹤0.01% 3231
2022
Q4 		$2.56K Buy
+59
New +$2.54K ﹤0.01% 3175

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
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Belpointe Asset Management's IGEB Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q2 2023, closing a stake of 59 shares — an estimated $2.64K sold.

Belpointe Asset Management first reported a position in IGEB in Q4 2022 and held it in 2 quarters. The position peaked at $2.64K in Q1 2023. 42 funds tracked by Wall St. Rank hold IGEB as of Q2 2023.

  • Belpointe Asset Management reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 59 iShares Investment Grade Systematic Bond ETF shares in Q2 2023, an estimated $2.64K.
  • Belpointe Asset Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's iShares Investment Grade Systematic Bond ETF position peaked at $2.64K in Q1 2023.
  • 42 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.