Cyndeo Wealth Partners’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 | $666K | Buy |
14,651
+1,483
| +11% | +$67.4K | 0.04% | 273 |
|
|
2025
Q1 | $593K | Buy |
13,168
+1,699
| +15% | +$76.5K | 0.04% | 277 |
|
|
2024
Q4 | $509K | Sell |
11,469
-8,995
| -44% | -$399K | 0.03% | 296 |
|
|
2024
Q3 | $951K | Buy |
20,464
+2,883
| +16% | +$134K | 0.07% | 221 |
|
|
2024
Q2 | $780K | Buy |
17,581
+10,413
| +145% | +$462K | 0.06% | 231 |
|
|
2024
Q1 | $321K | Buy |
+7,168
| New | +$321K | 0.03% | 317 |
|