Kestra Advisory Services’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
$670K Buy
14,748
+930
+7% +$42.3K ﹤0.01% 1759
2025
Q1
$622K Buy
13,818
+508
+4% +$22.9K ﹤0.01% 1675
2024
Q4
$590K Sell
13,310
-8,571
-39% -$380K ﹤0.01% 1760
2024
Q3
$1.02M Sell
21,881
-1,735
-7% -$80.6K 0.01% 1316
2024
Q2
$1.05M Buy
23,616
+14,940
+172% +$663K 0.01% 1291
2024
Q1
$389K Buy
8,676
+3,625
+72% +$163K ﹤0.01% 1828
2023
Q4
$229K Buy
+5,051
New +$229K ﹤0.01% 2020
2021
Q2
Sell
-6,326
Closed -$334K 2019
2021
Q1
$334K Buy
+6,326
New +$334K ﹤0.01% 1401