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Cordasco Financial Network’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Cordasco Financial Network’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
2020
Q2 		– Sell
-155
Closed -$8K – 504
2020
Q1 		$8K Hold
155
– – 0.01% 277
2019
Q4 		$8K Hold
155
– – 0.01% 296
2019
Q3 		$8K Hold
155
– – 0.01% 313
2019
Q2 		$8K Sell
155
-52
-25% -$2.6K 0.01% 308
2019
Q1 		$10K Hold
207
– – 0.01% 306
2018
Q4 		$10K Buy
+207
New +$9.78K 0.01% 241

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 $5.72T AUM 30.48% 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
PK
Pflug Koory Omaha, Nebraska $218M AUM 21.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cordasco Financial Network's IGEB Position: Q2 2020 in Review

Cordasco Financial Network sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q2 2020, closing a stake of 155 shares — an estimated $8K sold.

Cordasco Financial Network first reported a position in IGEB in Q4 2018 and held it in 6 quarters. The position peaked at $10K in Q1 2019. 19 funds tracked by Wall St. Rank hold IGEB as of Q2 2020.

  • Cordasco Financial Network reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Cordasco Financial Network sold 155 iShares Investment Grade Systematic Bond ETF shares in Q2 2020, an estimated $8K.
  • Cordasco Financial Network first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2018 and held it in 6 quarters.
  • Cordasco Financial Network's iShares Investment Grade Systematic Bond ETF position peaked at $10K in Q1 2019.
  • 19 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2020.

Based on Cordasco Financial Network's 13F filing for Q2 2020, filed 13 Jul 2020.