Dynamic Advisor Solutions’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Dynamic Advisor Solutions’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 Q4	–	Sell	-5,214	Closed	-$221K	–	735
2022 Q3	$221K	Sell	5,214 -404	-7%	-$18.1K	0.02%	607
2022 Q2	$251K	Buy	5,618 +83	+1%	+$3.8K	0.02%	582
2022 Q1	$269K	Buy	5,535 +107	+2%	+$5.35K	0.02%	591
2021 Q4	$286K	Buy	5,428 +75	+1%	+$4K	0.02%	578
2021 Q3	$288K	Sell	5,353 -745	-12%	-$40.5K	0.02%	587
2021 Q2	$330K	Buy	6,098 +204	+3%	+$10.9K	0.03%	522
2021 Q1	$311K	Buy	5,894 +870	+17%	+$46.8K	0.03%	491
2020 Q4	$278K	Buy	5,024 +242	+5%	+$13.3K	0.03%	512
2020 Q3	$260K	Buy	+4,782	New	+$263K	0.03%	469

Other funds holding IGEB

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

PWS

Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

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

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Dynamic Advisor Solutions's IGEB Position: Q4 2022 in Review

Dynamic Advisor Solutions sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q4 2022, closing a stake of 5,214 shares — an estimated $221K sold.

Dynamic Advisor Solutions first reported a position in IGEB in Q3 2020 and held it in 9 quarters. The position peaked at $330K in Q2 2021. 32 funds tracked by Wall St. Rank hold IGEB as of Q4 2022.

Dynamic Advisor Solutions reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q4 2022 after selling out during the quarter.
Dynamic Advisor Solutions sold 5,214 iShares Investment Grade Systematic Bond ETF shares in Q4 2022, an estimated $221K.
Dynamic Advisor Solutions first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2020 and held it in 9 quarters.
Dynamic Advisor Solutions's iShares Investment Grade Systematic Bond ETF position peaked at $330K in Q2 2021.
32 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q4 2022.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2022, filed 13 Jan 2023.