OneDigital Investment 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 | $33.2M | Buy |
731,608
+107,070
| +17% | +$4.87M | 0.37% | 53 |
|
|
2025
Q1 | $28.1M | Buy |
624,538
+93,105
| +18% | +$4.19M | 0.33% | 60 |
|
|
2024
Q4 | $23.6M | Buy |
531,433
+87,109
| +20% | +$3.86M | 0.27% | 72 |
|
|
2024
Q3 | $20.6M | Sell |
444,324
-430,245
| -49% | -$20M | 0.24% | 84 |
|
|
2024
Q2 | $38.8M | Buy |
874,569
+514,879
| +143% | +$22.8M | 0.48% | 43 |
|
|
2024
Q1 | $16.1M | Buy |
359,690
+47,158
| +15% | +$2.12M | 0.25% | 87 |
|
|
2023
Q4 | $14.1M | Buy |
+312,532
| New | +$14.1M | 0.25% | 90 |
|