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Retirement Group’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Retirement Group’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
2020
Q3 		– Sell
-1,403
Closed -$76K – 684
2020
Q2 		$76K Buy
+1,403
New +$73.3K 0.05% 200
2019
Q4 		$73K Buy
+1,403
New +$73.3K 0.05% 192

Other funds holding IGEB

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KWA
KCS Wealth Advisory Los Angeles, California $235M AUM 24.13% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
PK
Pflug Koory Omaha, Nebraska $218M AUM 21.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Retirement Group's IGEB Position: Q3 2020 in Review

Retirement Group sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q3 2020, closing a stake of 1,403 shares — an estimated $76K sold.

Retirement Group first reported a position in IGEB in Q4 2019 and held it in 2 quarters. The position peaked at $76K in Q2 2020. 16 funds tracked by Wall St. Rank hold IGEB as of Q3 2020.

  • Retirement Group reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Retirement Group sold 1,403 iShares Investment Grade Systematic Bond ETF shares in Q3 2020, an estimated $76K.
  • Retirement Group first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2019 and held it in 2 quarters.
  • Retirement Group's iShares Investment Grade Systematic Bond ETF position peaked at $76K in Q2 2020.
  • 16 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q3 2020.

Based on Retirement Group's 13F filing for Q3 2020, filed 8 Sep 2021.