SeaCrest Wealth Management’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

SeaCrest Wealth Management’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
2022 Q3	–	Sell	-20,464	Closed	-$913K	–	1029
2022 Q2	$913K	Sell	20,464 -844	-4%	-$38.6K	0.11%	181
2022 Q1	$1.03M	Buy	21,308 +449	+2%	+$22.4K	0.12%	189
2021 Q4	$1.1M	Buy	20,859 +757	+4%	+$40.3K	0.12%	172
2021 Q3	$1.08M	Buy	+20,102	New	+$1.09M	0.13%	169

Other funds holding IGEB

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

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

KWA

KCS Wealth Advisory Los Angeles, California $235M AUM 24.13% 1-Year Est. Return

SeaCrest Wealth Management's IGEB Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q3 2022, closing a stake of 20,464 shares — an estimated $913K sold.

SeaCrest Wealth Management first reported a position in IGEB in Q3 2021 and held it in 4 quarters. The position peaked at $1.1M in Q4 2021. 25 funds tracked by Wall St. Rank hold IGEB as of Q3 2022.

SeaCrest Wealth Management reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 20,464 iShares Investment Grade Systematic Bond ETF shares in Q3 2022, an estimated $913K.
SeaCrest Wealth Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2021 and held it in 4 quarters.
SeaCrest Wealth Management's iShares Investment Grade Systematic Bond ETF position peaked at $1.1M in Q4 2021.
25 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.