Axxcess Wealth Management’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486K | Sell |
10,687
-1,326
| -11% | -$60.3K | 0.01% | 598 |
|
|
2025
Q1 | $541K | Buy |
12,013
+1,849
| +18% | +$83.2K | 0.01% | 529 |
|
|
2024
Q4 | $451K | Sell |
10,164
-274
| -3% | -$12.2K | 0.01% | 565 |
|
|
2024
Q3 | $485K | Buy |
10,438
+2,393
| +30% | +$111K | 0.01% | 554 |
|
|
2024
Q2 | $357K | Buy |
8,045
+1,832
| +29% | +$81.3K | 0.01% | 602 |
|
|
2024
Q1 | $279K | Buy |
+6,213
| New | +$279K | 0.01% | 689 |
|