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Laffer Tengler Investments’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Laffer Tengler Investments’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
Q3 		– Sell
-29,996
Closed -$1.33M – 357
2023
Q2 		$1.33M Sell
29,996
-6,413
-18% -$284K 0.35% 89
2023
Q1 		$1.63M Buy
+36,409
New +$1.61M 0.44% 74

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Laffer Tengler Investments's IGEB Position: Q3 2023 in Review

Laffer Tengler Investments sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q3 2023, closing a stake of 29,996 shares — an estimated $1.33M sold.

Laffer Tengler Investments first reported a position in IGEB in Q1 2023 and held it in 2 quarters. The position peaked at $1.63M in Q1 2023. 42 funds tracked by Wall St. Rank hold IGEB as of Q3 2023.

  • Laffer Tengler Investments reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Laffer Tengler Investments sold 29,996 iShares Investment Grade Systematic Bond ETF shares in Q3 2023, an estimated $1.33M.
  • Laffer Tengler Investments first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2023 and held it in 2 quarters.
  • Laffer Tengler Investments's iShares Investment Grade Systematic Bond ETF position peaked at $1.63M in Q1 2023.
  • 42 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q3 2023.

Based on Laffer Tengler Investments's 13F filing for Q3 2023, filed 14 Nov 2023.