Avior 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
Q1
Sell
-272
Closed -$12.1K 1501
2024
Q4
$12.1K Hold
272
﹤0.01% 1556
2024
Q3
$12.6K Sell
272
-246
-47% -$11.4K ﹤0.01% 1486
2024
Q2
$23K Hold
518
﹤0.01% 1314
2024
Q1
$23.2K Buy
+518
New +$23.2K ﹤0.01% 1537
2021
Q4
Sell
-300
Closed -$16K 1159
2021
Q3
$16K Hold
300
﹤0.01% 708
2021
Q2
$16K Hold
300
﹤0.01% 677
2021
Q1
$15K Hold
300
﹤0.01% 691
2020
Q4
$16K Hold
300
﹤0.01% 644
2020
Q3
$16K Hold
300
﹤0.01% 631
2020
Q2
$16K Hold
300
﹤0.01% 604
2020
Q1
$14K Hold
300
﹤0.01% 545
2019
Q4
$15K Buy
+300
New +$15K ﹤0.01% 556