MSWM
McGlone Suttner 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 | $12.4M | Buy |
272,605
+10,317
| +4% | +$469K | 1.87% | 12 |
|
|
2025
Q1 | $11.8M | Buy |
262,288
+9,425
| +4% | +$424K | 1.94% | 10 |
|
|
2024
Q4 | $11.2M | Buy |
252,863
+72,474
| +40% | +$3.21M | 1.87% | 11 |
|
|
2024
Q3 | $8.38M | Buy |
180,389
+46,435
| +35% | +$2.16M | 1.74% | 12 |
|
|
2024
Q2 | $6.06M | Sell |
133,954
-81,527
| -38% | -$3.69M | 1.25% | 12 |
|
|
2024
Q1 | $9.66M | Buy |
215,481
+81,527
| +61% | +$3.66M | 1.81% | 12 |
|
|
2023
Q4 | $6.06M | Buy |
+133,954
| New | +$6.06M | 1.2% | 12 |
|