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Simplicity Solutions’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Simplicity Solutions’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
Q4 		– Sell
-5,320
Closed -$290K – 957
2020
Q3 		$290K Buy
5,320
+320
+6% +$17.6K 0.01% 729
2020
Q2 		$272K Buy
+5,000
New +$261K 0.01% 752

Other funds holding IGEB

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Simplicity Solutions's IGEB Position: Q4 2020 in Review

Simplicity Solutions sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q4 2020, closing a stake of 5,320 shares — an estimated $290K sold.

Simplicity Solutions first reported a position in IGEB in Q2 2020 and held it in 2 quarters. The position peaked at $290K in Q3 2020. 19 funds tracked by Wall St. Rank hold IGEB as of Q4 2020.

  • Simplicity Solutions reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Simplicity Solutions sold 5,320 iShares Investment Grade Systematic Bond ETF shares in Q4 2020, an estimated $290K.
  • Simplicity Solutions first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2020 and held it in 2 quarters.
  • Simplicity Solutions's iShares Investment Grade Systematic Bond ETF position peaked at $290K in Q3 2020.
  • 19 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q4 2020.

Based on Simplicity Solutions's 13F filing for Q4 2020, filed 9 Feb 2021.