Phillips Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-450
| Closed | -$20K | – | 262 |
|
|
2024
Q4 | $20K | Hold |
450
| – | – | ﹤0.01% | 234 |
|
|
2024
Q3 | $20.9K | Sell |
450
-2,065
| -82% | -$96K | ﹤0.01% | 244 |
|
|
2024
Q2 | $112K | Sell |
2,515
-565
| -18% | -$25.1K | 0.01% | 200 |
|
|
2024
Q1 | $138K | Hold |
3,080
| – | – | 0.01% | 189 |
|
|
2023
Q4 | $139K | Hold |
3,080
| – | – | 0.01% | 170 |
|
|
2023
Q3 | $131K | Hold |
3,080
| – | – | 0.01% | 168 |
|
|
2023
Q2 | $136K | Hold |
3,080
| – | – | 0.01% | 170 |
|
|
2023
Q1 | $138K | Hold |
3,080
| – | – | 0.01% | 173 |
|
|
2022
Q4 | $133K | Buy |
3,080
+450
| +17% | +$19.5K | 0.01% | 158 |
|
|
2022
Q3 | $111K | Buy |
+2,630
| New | +$111K | 0.01% | 157 |
|