CAM
CPA Asset Management’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.91M | Buy |
129,973
+10,511
| +9% | +$478K | 2.48% | 12 |
|
2025
Q1 | $5.38M | Buy |
119,462
+6,505
| +6% | +$293K | 2.37% | 12 |
|
2024
Q4 | $5.01M | Buy |
112,957
+40,867
| +57% | +$1.81M | 2.33% | 12 |
|
2024
Q3 | $3.35M | Buy |
72,090
+11,581
| +19% | +$538K | 1.62% | 16 |
|
2024
Q2 | $2.68M | Buy |
60,509
+29,019
| +92% | +$1.29M | 1.44% | 17 |
|
2024
Q1 | $1.41M | Buy |
31,490
+8,098
| +35% | +$363K | 0.79% | 27 |
|
2023
Q4 | $1.06M | Buy |
23,392
+9,859
| +73% | +$446K | 0.64% | 31 |
|
2023
Q3 | $574K | Buy |
+13,533
| New | +$574K | 0.4% | 41 |
|