Axxcess 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
$484K Hold
10,752
0.02% 301
2025
Q4
$491K Hold
10,752
0.01% 704
2025
Q3
$495K Buy
10,752
+65
+0.6% +$2.96K 0.01% 627
2025
Q2
$486K Sell
10,687
-1,326
-11% -$59.1K 0.01% 599
2025
Q1
$541K Buy
12,013
+1,849
+18% +$82.5K 0.01% 530
2024
Q4
$451K Sell
10,164
-274
-3% -$12.4K 0.01% 566
2024
Q3
$485K Buy
10,438
+2,393
+30% +$109K 0.01% 555
2024
Q2
$357K Buy
8,045
+1,832
+29% +$80.9K 0.01% 603
2024
Q1
$279K Buy
+6,213
New +$278K 0.01% 691

Other funds holding IGEB