Glass Jacobson Investment 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 | – | Sell |
-1,730
| Closed | -$76.7K | – | 683 |
|
2025
Q1 | $76.7K | Hold |
1,730
| – | – | 0.03% | 324 |
|
2024
Q4 | $76.7K | Buy |
1,730
+1,194
| +223% | +$53K | 0.03% | 324 |
|
2024
Q3 | $24.9K | Buy |
536
+6
| +1% | +$279 | 0.01% | 462 |
|
2024
Q2 | $23.5K | Buy |
530
+7
| +1% | +$310 | 0.01% | 455 |
|
2024
Q1 | $23.5K | Buy |
523
+4
| +0.8% | +$179 | 0.01% | 461 |
|
2023
Q4 | $23.5K | Buy |
+519
| New | +$23.5K | 0.01% | 423 |
|