Icon Wealth 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 | $259K | Buy |
5,710
+1,925
| +51% | +$87.5K | 0.02% | 329 |
|
|
2025
Q1 | $170K | Buy |
3,785
+350
| +10% | +$15.8K | 0.01% | 390 |
|
|
2024
Q4 | $152K | Sell |
3,435
-29,751
| -90% | -$1.32M | 0.01% | 425 |
|
|
2024
Q3 | $1.54M | Sell |
33,186
-243
| -0.7% | -$11.3K | 0.13% | 118 |
|
|
2024
Q2 | $1.51M | Buy |
33,429
+30,052
| +890% | +$1.36M | 0.13% | 114 |
|
|
2024
Q1 | $151K | Buy |
+3,377
| New | +$151K | 0.01% | 387 |
|