Destiny 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
Q1 | – | Sell |
-5,155
| Closed | -$229K | – | 166 |
|
|
2024
Q4 | $229K | Hold |
5,155
| – | – | 0.04% | 153 |
|
|
2024
Q3 | $240K | Hold |
5,155
| – | – | 0.04% | 146 |
|
|
2024
Q2 | $229K | Sell |
5,155
-1,172
| -19% | -$52K | 0.04% | 145 |
|
|
2024
Q1 | $284K | Hold |
6,327
| – | – | 0.05% | 129 |
|
|
2023
Q4 | $283K | Sell |
6,327
-389
| -6% | -$17.4K | 0.05% | 133 |
|
|
2023
Q3 | $285K | Hold |
6,716
| – | – | 0.06% | 138 |
|
|
2023
Q2 | $297K | Hold |
6,716
| – | – | 0.06% | 138 |
|
|
2023
Q1 | $300K | Buy |
6,716
+1,664
| +33% | +$74.4K | 0.06% | 134 |
|
|
2022
Q4 | $219K | Buy |
5,052
+1,888
| +60% | +$81.8K | 0.05% | 174 |
|
|
2022
Q3 | $134K | Sell |
3,164
-1,491
| -32% | -$63.1K | 0.03% | 208 |
|
|
2022
Q2 | $208K | Sell |
4,655
-5,513
| -54% | -$246K | 0.05% | 184 |
|
|
2022
Q1 | $493K | Sell |
10,168
-1,296
| -11% | -$62.8K | 0.1% | 96 |
|
|
2021
Q4 | $604K | Hold |
11,464
| – | – | 0.12% | 101 |
|
|
2021
Q3 | $616K | Hold |
11,464
| – | – | 0.12% | 98 |
|
|
2021
Q2 | $621K | Sell |
11,464
-1,205
| -10% | -$65.3K | 0.12% | 108 |
|
|
2021
Q1 | $669K | Sell |
12,669
-3,297
| -21% | -$174K | 0.14% | 87 |
|
|
2020
Q4 | $883K | Buy |
+15,966
| New | +$883K | 0.18% | 78 |
|