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Sowell Financial Services’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-281
Closed -$15K – 1545
2021
Q1 		$15K Hold
281
– – ﹤0.01% 2153
2020
Q4 		$16K Hold
281
– – ﹤0.01% 1834
2020
Q3 		$15K Hold
281
– – ﹤0.01% 1675
2020
Q2 		$15K Hold
281
– – ﹤0.01% 1547
2020
Q1 		$14K Sell
281
-7
-2% -$361 ﹤0.01% 1500
2019
Q4 		$15K Buy
288
+8
+3% +$418 ﹤0.01% 1542
2019
Q3 		$15K Buy
+280
New +$14.6K ﹤0.01% 1390

Other funds holding IGEB

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KWA
KCS Wealth Advisory Los Angeles, California $235M AUM 24.13% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PK
Pflug Koory Omaha, Nebraska $250M AUM 42.29% 1-Year Est. Return

Sowell Financial Services's IGEB Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q2 2021, closing a stake of 281 shares — an estimated $15K sold.

Sowell Financial Services first reported a position in IGEB in Q3 2019 and held it in 7 quarters. The position peaked at $16K in Q4 2020. 20 funds tracked by Wall St. Rank hold IGEB as of Q2 2021.

  • Sowell Financial Services reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 281 iShares Investment Grade Systematic Bond ETF shares in Q2 2021, an estimated $15K.
  • Sowell Financial Services first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's iShares Investment Grade Systematic Bond ETF position peaked at $16K in Q4 2020.
  • 20 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.