GoalVest Advisory’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
2024
Q2
Sell
-156
Closed -$7K 365
2024
Q1
$7K Hold
156
﹤0.01% 331
2023
Q4
$7.06K Sell
156
-328
-68% -$14.8K ﹤0.01% 275
2023
Q3
$20.5K Buy
484
+156
+48% +$6.62K 0.01% 217
2023
Q2
$14.5K Buy
+328
New +$14.5K 0.01% 224