Liberty Wealth Management’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
2024
Q4
Sell
-31,376
Closed -$1.46M 232
2024
Q3
$1.46M Sell
31,376
-6,875
-18% -$319K 0.25% 60
2024
Q2
$1.32M Buy
+38,251
New +$1.32M 0.24% 61