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tru Independence’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

tru Independence’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
Q1 		– Sell
-1,207
Closed -$66.8K – 489
2020
Q4 		$66.8K Buy
+1,207
New +$66.2K 0.12% 66
2020
Q3 		– Sell
-1,289
Closed -$70 – 580
2020
Q2 		$70 Buy
+1,289
New +$67.4K 0.01% 342

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 $1.93B AUM 18.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

tru Independence's IGEB Position: Q1 2021 in Review

tru Independence sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q1 2021, closing a stake of 1,207 shares — an estimated $66.8K sold.

tru Independence first reported a position in IGEB in Q2 2020 and held it in 2 quarters. The position peaked at $66.8K in Q4 2020. 22 funds tracked by Wall St. Rank hold IGEB as of Q1 2021.

  • tru Independence reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q1 2021 after selling out during the quarter.
  • tru Independence sold 1,207 iShares Investment Grade Systematic Bond ETF shares in Q1 2021, an estimated $66.8K.
  • tru Independence first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2020 and held it in 2 quarters.
  • tru Independence's iShares Investment Grade Systematic Bond ETF position peaked at $66.8K in Q4 2020.
  • 22 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.