Convergence Financial’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
$1.26M Sell
27,810
-915
-3% -$41.6K 0.22% 66
2025
Q1
$1.29M Sell
28,725
-634
-2% -$28.5K 0.25% 59
2024
Q4
$1.3M Buy
29,359
+2,388
+9% +$106K 0.26% 50
2024
Q3
$1.25M Buy
26,971
+3,223
+14% +$150K 0.27% 53
2024
Q2
$1.05M Buy
+23,748
New +$1.05M 0.28% 49