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

Comprehensive Wealth 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
2024 Q2	–	Sell	-15,073	Closed	-$676K	–	37
2024 Q1	$676K	Buy	15,073 +3,702	+33%	+$166K	0.53%	15
2023 Q4	$514K	Sell	11,371 -2,744	-19%	-$118K	0.46%	23
2023 Q3	$599K	Buy	14,115 +5,670	+67%	+$246K	0.56%	19
2023 Q2	$373K	Buy	+8,445	New	+$374K	0.32%	33

Other funds holding IGEB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Comprehensive Wealth Management's IGEB Position: Q2 2024 in Review

Comprehensive Wealth Management sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q2 2024, closing a stake of 15,073 shares — an estimated $676K sold.

Comprehensive Wealth Management first reported a position in IGEB in Q2 2023 and held it in 4 quarters. The position peaked at $676K in Q1 2024. 203 funds tracked by Wall St. Rank hold IGEB as of Q2 2024.

Comprehensive Wealth Management reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q2 2024 after selling out during the quarter.
Comprehensive Wealth Management sold 15,073 iShares Investment Grade Systematic Bond ETF shares in Q2 2024, an estimated $676K.
Comprehensive Wealth Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2023 and held it in 4 quarters.
Comprehensive Wealth Management's iShares Investment Grade Systematic Bond ETF position peaked at $676K in Q1 2024.
203 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2024.

Based on Comprehensive Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.