GeoWealth 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
$534K Buy
11,762
+1,148
+11% +$52.2K 0.02% 389
2025
Q1
$478K Buy
10,614
+10,613
+1,061,300% +$478K 0.02% 428
2024
Q4
$40 Sell
1
-1,155
-100% -$46.2K ﹤0.01% 1780
2024
Q3
$53.7K Buy
+1,156
New +$53.7K ﹤0.01% 1052