IWM
IHT Wealth Management’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Sell |
10,593
-7,539
| -42% | -$343K | 0.01% | 712 |
|
|
2025
Q1 | $816K | Sell |
18,132
-90,318
| -83% | -$4.07M | 0.03% | 524 |
|
|
2024
Q4 | $4.81M | Sell |
108,450
-493,111
| -82% | -$21.9M | 0.16% | 133 |
|
|
2024
Q3 | $28M | Buy |
601,561
+197,511
| +49% | +$9.18M | 0.79% | 21 |
|
|
2024
Q2 | $17.9M | Buy |
+404,050
| New | +$17.9M | 0.67% | 23 |
|