Altus 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 | $1.97M | Sell |
43,389
-509
| -1% | -$23.1K | 0.94% | 9 |
|
|
2025
Q1 | $1.98M | Buy |
43,898
+2,120
| +5% | +$95.4K | 0.93% | 12 |
|
|
2024
Q4 | $1.85M | Buy |
41,778
+2,366
| +6% | +$105K | 0.83% | 13 |
|
|
2024
Q3 | $1.83M | Buy |
39,412
+6,809
| +21% | +$316K | 0.86% | 12 |
|
|
2024
Q2 | $1.45M | Buy |
32,603
+412
| +1% | +$18.3K | 0.7% | 14 |
|
|
2024
Q1 | $1.44M | Sell |
32,191
-773
| -2% | -$34.7K | 0.76% | 12 |
|
|
2023
Q4 | $1.49M | Buy |
32,964
+716
| +2% | +$32.4K | 0.89% | 11 |
|
|
2023
Q3 | $1.37M | Buy |
+32,248
| New | +$1.37M | 0.95% | 11 |
|