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

ICA Group 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
-1,286
Closed -$57.7K – 1026
2024
Q1 		$57.7K Buy
1,286
+68
+6% +$3.04K 0.01% 525
2023
Q4 		$55.1K Buy
+1,218
New +$52.4K 0.01% 491

Other funds holding IGEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
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
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ICA Group Wealth Management's IGEB Position: Q2 2024 in Review

ICA Group Wealth Management sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q2 2024, closing a stake of 1,286 shares — an estimated $57.7K sold.

ICA Group Wealth Management first reported a position in IGEB in Q4 2023 and held it in 2 quarters. The position peaked at $57.7K in Q1 2024. 203 funds tracked by Wall St. Rank hold IGEB as of Q2 2024.

  • ICA Group Wealth Management reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 1,286 iShares Investment Grade Systematic Bond ETF shares in Q2 2024, an estimated $57.7K.
  • ICA Group Wealth Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2023 and held it in 2 quarters.
  • ICA Group Wealth Management's iShares Investment Grade Systematic Bond ETF position peaked at $57.7K in Q1 2024.
  • 203 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.