Fermata Advisors’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
$2M Buy
44,117
+5,206
+13% +$237K 0.54% 56
2025
Q1
$1.75M Buy
38,911
+21,688
+126% +$976K 0.32% 72
2024
Q4
$764K Buy
17,223
+7,504
+77% +$333K 0.14% 105
2024
Q3
$452K Buy
9,719
+4,200
+76% +$195K 0.09% 132
2024
Q2
$245K Buy
+5,519
New +$245K 0.06% 189