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

Concord Wealth Partners’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
Q1 		– Sell
-96
Closed -$5K – 1330
2021
Q4 		$5K Buy
+96
New +$5.12K ﹤0.01% 946

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KWA
KCS Wealth Advisory Los Angeles, California $235M AUM 24.13% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Concord Wealth Partners's IGEB Position: Q1 2022 in Review

Concord Wealth Partners sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q1 2022, closing a stake of 96 shares — an estimated $5K sold.

Concord Wealth Partners first reported a position in IGEB in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 25 funds tracked by Wall St. Rank hold IGEB as of Q1 2022.

  • Concord Wealth Partners reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 96 iShares Investment Grade Systematic Bond ETF shares in Q1 2022, an estimated $5K.
  • Concord Wealth Partners first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2021 and held it in 1 quarter.
  • Concord Wealth Partners's iShares Investment Grade Systematic Bond ETF position peaked at $5K in Q4 2021.
  • 25 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2022.

Based on Concord Wealth Partners's 13F filing for Q1 2022, filed 20 Apr 2022.