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Weaver Consulting Group’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Weaver Consulting Group’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
-1,389
Closed -$76K – 481
2020
Q3 		$76K Hold
1,389
– – 0.04% 216
2020
Q2 		$76K Hold
1,389
– – 0.04% 212
2020
Q1 		$68K Buy
1,389
+875
+170% +$45.2K 0.04% 194
2019
Q4 		$27K Hold
514
– – 0.01% 322
2019
Q3 		$27K Hold
514
– – 0.01% 301
2019
Q2 		$27K Hold
514
– – 0.01% 297
2019
Q1 		$26K Buy
+514
New +$24.9K 0.01% 654

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 $250M AUM 42.29% 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

Weaver Consulting Group's IGEB Position: Q4 2020 in Review

Weaver Consulting Group sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q4 2020, closing a stake of 1,389 shares — an estimated $76K sold.

Weaver Consulting Group first reported a position in IGEB in Q1 2019 and held it in 7 quarters. The position peaked at $76K in Q3 2020. 19 funds tracked by Wall St. Rank hold IGEB as of Q4 2020.

  • Weaver Consulting Group reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 1,389 iShares Investment Grade Systematic Bond ETF shares in Q4 2020, an estimated $76K.
  • Weaver Consulting Group first reported a position in iShares Investment Grade Systematic Bond ETF in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's iShares Investment Grade Systematic Bond ETF position peaked at $76K in Q3 2020.
  • 19 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.