KCS Wealth Advisory’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $356K | Sell |
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|
2023
Q2 | $441K | Sell |
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2023
Q1 | $449K | Sell |
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|
2022
Q4 | $861K | Sell |
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|
2022
Q3 | $895K | Sell |
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|
2022
Q2 | $4.09M | Sell |
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|
2022
Q1 | $4.89M | Buy |
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|
2021
Q4 | $3.19M | Buy |
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|
2021
Q3 | $3.12M | Buy |
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|
2021
Q2 | $2.01M | Buy |
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|
2021
Q1 | $1.67M | Buy |
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|
2020
Q4 | $1.23M | Buy |
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|
2020
Q3 | $875K | Buy |
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|
2020
Q2 | $600K | Buy |
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|
2020
Q1 | $435K | Buy |
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|
2019
Q4 | $408K | Buy |
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