Cypress Wealth Services’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
Q4
Sell
-11,325
Closed -$526K 290
2024
Q3
$526K Buy
11,325
+153
+1% +$7.11K 0.11% 146
2024
Q2
$496K Buy
+11,172
New +$496K 0.11% 143