U.S. Capital Wealth Advisors’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

U.S. Capital Wealth Advisors’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
2024 Q4	–	Sell	-19,075	Closed	-$886K	–	820
2024 Q3	$886K	Buy	19,075 +1,016	+6%	+$46.3K	0.03%	370
2024 Q2	$801K	Buy	+18,059	New	+$797K	0.03%	373

Other funds holding IGEB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

U.S. Capital Wealth Advisors's IGEB Position: Q4 2024 in Review

U.S. Capital Wealth Advisors sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q4 2024, closing a stake of 19,075 shares — an estimated $886K sold.

U.S. Capital Wealth Advisors first reported a position in IGEB in Q2 2024 and held it in 2 quarters. The position peaked at $886K in Q3 2024. 173 funds tracked by Wall St. Rank hold IGEB as of Q4 2024.

U.S. Capital Wealth Advisors reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q4 2024 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 19,075 iShares Investment Grade Systematic Bond ETF shares in Q4 2024, an estimated $886K.
U.S. Capital Wealth Advisors first reported a position in iShares Investment Grade Systematic Bond ETF in Q2 2024 and held it in 2 quarters.
U.S. Capital Wealth Advisors's iShares Investment Grade Systematic Bond ETF position peaked at $886K in Q3 2024.
173 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q4 2024.

Based on U.S. Capital Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.