Ameliora Wealth Management’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.1M	Sell	424,623 -144,554	-25%	-$6.59M	6.1%	6
2025 Q4	$26M	Buy	569,177 +26,620	+5%	+$1.22M	7.92%	1
2025 Q3	$25M	Sell	542,557 -5,844	-1%	-$266K	8.32%	1
2025 Q2	$24.9M	Buy	548,401 +26,843	+5%	+$1.2M	8.91%	1
2025 Q1	$23.5M	Buy	521,558 +23,563	+5%	+$1.05M	8.83%	1
2024 Q4	$22.1M	Buy	497,995 +533	+0.1%	+$24.1K	8.29%	1
2024 Q3	$23.1M	Buy	497,462 +204,192	+70%	+$9.31M	9.64%	1
2024 Q2	$13M	Buy	293,270 +9,038	+3%	+$399K	5.91%	2
2024 Q1	$12.7M	Buy	284,232 +7,555	+3%	+$338K	5.78%	2
2023 Q4	$12.5M	Buy	276,677 +183,532	+197%	+$7.9M	6.21%	1
2023 Q3	$3.95M	Buy	93,145 +29,049	+45%	+$1.26M	2.34%	12
2023 Q2	$2.83M	Buy	64,096 +23,226	+57%	+$1.03M	1.75%	15
2023 Q1	$1.83M	Buy	+40,870	New	+$1.81M	1.07%	32