Ameliora 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 | $24.9M | Buy |
548,401
+26,843
| +5% | +$1.22M | 8.91% | 1 |
|
|
2025
Q1 | $23.5M | Buy |
521,558
+23,563
| +5% | +$1.06M | 8.83% | 1 |
|
|
2024
Q4 | $22.1M | Buy |
497,995
+533
| +0.1% | +$23.6K | 8.29% | 1 |
|
|
2024
Q3 | $23.1M | Buy |
497,462
+204,192
| +70% | +$9.49M | 9.64% | 1 |
|
|
2024
Q2 | $13M | Buy |
293,270
+9,038
| +3% | +$401K | 5.91% | 2 |
|
|
2024
Q1 | $12.7M | Buy |
284,232
+7,555
| +3% | +$339K | 5.78% | 2 |
|
|
2023
Q4 | $12.5M | Buy |
276,677
+183,532
| +197% | +$8.3M | 6.21% | 1 |
|
|
2023
Q3 | $3.95M | Buy |
93,145
+29,049
| +45% | +$1.23M | 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 | +$1.83M | 1.07% | 32 |
|