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J.W. Cole Advisors’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

J.W. Cole Advisors’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
2023
Q2 		– Sell
-5,269
Closed -$236K – 790
2023
Q1 		$236K Buy
+5,269
New +$234K 0.02% 680

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
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

J.W. Cole Advisors's IGEB Position: Q2 2023 in Review

J.W. Cole Advisors sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q2 2023, closing a stake of 5,269 shares — an estimated $236K sold.

J.W. Cole Advisors first reported a position in IGEB in Q1 2023 and held it in 1 quarter. The position peaked at $236K in Q1 2023. 42 funds tracked by Wall St. Rank hold IGEB as of Q2 2023.

  • J.W. Cole Advisors reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q2 2023 after selling out during the quarter.
  • J.W. Cole Advisors sold 5,269 iShares Investment Grade Systematic Bond ETF shares in Q2 2023, an estimated $236K.
  • J.W. Cole Advisors first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2023 and held it in 1 quarter.
  • J.W. Cole Advisors's iShares Investment Grade Systematic Bond ETF position peaked at $236K in Q1 2023.
  • 42 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2023.

Based on J.W. Cole Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.