Comprehensive 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
2024 Q2	–	Sell	-15,073	Closed	-$676K	–	37
2024 Q1	$676K	Buy	15,073 +3,702	+33%	+$166K	0.53%	15
2023 Q4	$514K	Sell	11,371 -2,744	-19%	-$124K	0.46%	23
2023 Q3	$599K	Buy	14,115 +5,670	+67%	+$240K	0.56%	19
2023 Q2	$373K	Buy	+8,445	New	+$373K	0.32%	33