Geneos 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 | $11.5M | Sell |
253,227
-176,735
| -41% | -$8.03M | 0.28% | 83 |
|
|
2025
Q1 | $19.4M | Buy |
429,962
+266,943
| +164% | +$12M | 0.28% | 85 |
|
|
2024
Q4 | $7.23M | Buy |
163,019
+47,138
| +41% | +$2.09M | 0.25% | 91 |
|
|
2024
Q3 | $5.39M | Buy |
115,881
+1,024
| +0.9% | +$47.6K | 0.21% | 115 |
|
|
2024
Q2 | $5.1M | Sell |
114,857
-599
| -0.5% | -$26.6K | 0.23% | 101 |
|
|
2024
Q1 | $5.18M | Buy |
115,456
+102,815
| +813% | +$4.61M | 0.24% | 104 |
|
|
2023
Q4 | $572K | Buy |
+12,641
| New | +$572K | 0.03% | 453 |
|