Dynasty Wealth Management’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
$1.93M Sell
42,514
-1,103
-3% -$50.1K 0.03% 87
2025
Q1
$1.96M Buy
43,617
+7,101
+19% +$320K 0.03% 93
2024
Q4
$1.62M Sell
36,516
-24,542
-40% -$1.09M 0.03% 111
2024
Q3
$1.58M Buy
61,058
+24,282
+66% +$628K 0.05% 87
2024
Q2
$1.63M Buy
+36,776
New +$1.63M 0.05% 89