NewEdge Advisors’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
$800K Buy
17,609
+302
+2% +$13.7K ﹤0.01% 1416
2025
Q1
$779K Sell
17,307
-5,634
-25% -$254K ﹤0.01% 1330
2024
Q4
$1.02M Sell
22,941
-181,842
-89% -$8.07M 0.01% 1154
2024
Q3
$9.52M Buy
204,783
+35,237
+21% +$1.64M 0.06% 306
2024
Q2
$7.52M Buy
169,546
+154,652
+1,038% +$6.86M 0.05% 335
2024
Q1
$668K Sell
14,894
-1,733
-10% -$77.7K 0.01% 1189
2023
Q4
$752K Sell
16,627
-66
-0.4% -$2.99K 0.01% 1080
2023
Q3
$708K Sell
16,693
-3,336
-17% -$141K 0.01% 1024
2023
Q2
$885K Buy
20,029
+1,442
+8% +$63.7K 0.01% 926
2023
Q1
$829K Sell
18,587
-3,729
-17% -$166K 0.01% 869
2022
Q4
$966K Buy
+22,316
New +$966K 0.03% 521