AE Wealth Management’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.4K | Buy |
1,042
+90
| +9% | +$4.09K | ﹤0.01% | 1616 |
|
|
2025
Q1 | $42.8K | Sell |
952
-170
| -15% | -$7.65K | ﹤0.01% | 1606 |
|
|
2024
Q4 | $49.8K | Sell |
1,122
-28,783
| -96% | -$1.28M | ﹤0.01% | 1560 |
|
|
2024
Q3 | $1.39M | Sell |
29,905
-448
| -1% | -$20.8K | 0.01% | 634 |
|
|
2024
Q2 | $1.35M | Buy |
+30,353
| New | +$1.35M | 0.01% | 632 |
|
|
2023
Q4 | – | Sell |
-18,299
| Closed | -$776K | – | 2107 |
|
|
2023
Q3 | $776K | Sell |
18,299
-1,603
| -8% | -$68K | ﹤0.01% | 1199 |
|
|
2023
Q2 | $879K | Buy |
19,902
+1,977
| +11% | +$87.4K | 0.01% | 1138 |
|
|
2023
Q1 | $801K | Sell |
17,925
-431
| -2% | -$19.3K | 0.01% | 1132 |
|
|
2022
Q4 | $795K | Sell |
18,356
-1,181
| -6% | -$51.2K | 0.01% | 1083 |
|
|
2022
Q3 | $826K | Sell |
19,537
-16,221
| -45% | -$686K | 0.01% | 1020 |
|
|
2022
Q2 | $1.6M | Sell |
35,758
-2,002
| -5% | -$89.4K | 0.01% | 737 |
|
|
2022
Q1 | $1.83M | Sell |
37,760
-9,652
| -20% | -$468K | 0.01% | 721 |
|
|
2021
Q4 | $2.5M | Buy |
47,412
+2,009
| +4% | +$106K | 0.02% | 629 |
|
|
2021
Q3 | $2.44M | Buy |
45,403
+38,948
| +603% | +$2.09M | 0.02% | 581 |
|
|
2021
Q2 | $350K | Sell |
6,455
-1,150
| -15% | -$62.4K | ﹤0.01% | 1276 |
|
|
2021
Q1 | $401K | Buy |
7,605
+885
| +13% | +$46.7K | ﹤0.01% | 1122 |
|
|
2020
Q4 | $372K | Buy |
6,720
+1,400
| +26% | +$77.5K | ﹤0.01% | 1060 |
|
|
2020
Q3 | $290K | Buy |
5,320
+320
| +6% | +$17.4K | ﹤0.01% | 1049 |
|
|
2020
Q2 | $272K | Buy |
+5,000
| New | +$272K | ﹤0.01% | 1053 |
|