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Opal Wealth Advisors’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Opal Wealth 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
2024
Q3 		– Sell
-108
Closed -$4.79K – 656
2024
Q2 		$4.79K Buy
+108
New +$4.77K ﹤0.01% 812

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Opal Wealth Advisors's IGEB Position: Q3 2024 in Review

Opal Wealth Advisors sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q3 2024, closing a stake of 108 shares — an estimated $4.79K sold.

Opal Wealth Advisors first reported a position in IGEB in Q2 2024 and held it in 1 quarter. The position peaked at $4.79K in Q2 2024. 231 funds tracked by Wall St. Rank hold IGEB as of Q3 2024.

  • Opal Wealth Advisors reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 108 iShares Investment Grade Systematic Bond ETF shares in Q3 2024, an estimated $4.79K.
  • Opal Wealth Advisors first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's iShares Investment Grade Systematic Bond ETF position peaked at $4.79K in Q2 2024.
  • 231 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.