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Money Concepts Capital’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-10,380
Closed -$450K – 1644
2022
Q4 		$450K Buy
+10,380
New +$446K 0.02% 454
2022
Q2 		– Sell
-10,625
Closed -$516K – 2011
2022
Q1 		$516K Buy
+10,625
New +$531K 0.03% 427

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
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 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
Jane Street
Jane Street New York $777B AUM 61.18% 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

Money Concepts Capital's IGEB Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q1 2023, closing a stake of 10,380 shares — an estimated $450K sold.

Money Concepts Capital first reported a position in IGEB in Q1 2022 and held it in 2 quarters. The position peaked at $516K in Q1 2022. 45 funds tracked by Wall St. Rank hold IGEB as of Q1 2023.

  • Money Concepts Capital reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 10,380 iShares Investment Grade Systematic Bond ETF shares in Q1 2023, an estimated $450K.
  • Money Concepts Capital first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's iShares Investment Grade Systematic Bond ETF position peaked at $516K in Q1 2022.
  • 45 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.