Steward Partners Investment Advisory’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 | $2.74M | Buy |
60,272
+9,781
| +19% | +$444K | 0.02% | 602 |
|
|
2025
Q1 | $2.27M | Buy |
50,491
+9,437
| +23% | +$425K | 0.02% | 630 |
|
|
2024
Q4 | $1.82M | Sell |
41,054
-12,613
| -24% | -$560K | 0.02% | 673 |
|
|
2024
Q3 | $2.49M | Buy |
53,667
+22,894
| +74% | +$1.06M | 0.02% | 559 |
|
|
2024
Q2 | $1.37M | Buy |
30,773
+27,658
| +888% | +$1.23M | 0.01% | 707 |
|
|
2024
Q1 | $140K | Buy |
+3,115
| New | +$140K | ﹤0.01% | 1599 |
|