Keystone Financial Services (Colorado)’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 Q1	–	Sell	-9,724	Closed	-$431K	–	109
2024 Q4	$431K	Sell	9,724 -2,143	-18%	-$95.1K	0.17%	62
2024 Q3	$551K	Sell	11,867 -345	-3%	-$16K	0.21%	53
2024 Q2	$542K	Buy	+12,212	New	+$542K	0.22%	51