United Capital Financial 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 | $15M | Buy |
331,206
+25,415
| +8% | +$1.15M | 0.12% | 141 |
|
|
2025
Q1 | $13.8M | Buy |
305,791
+53,230
| +21% | +$2.4M | 0.12% | 141 |
|
|
2024
Q4 | $11.2M | Sell |
252,561
-215,131
| -46% | -$9.54M | 0.09% | 164 |
|
|
2024
Q3 | $21.7M | Sell |
467,692
-76,573
| -14% | -$3.56M | 0.18% | 109 |
|
|
2024
Q2 | $24.1M | Buy |
544,265
+287,302
| +112% | +$12.7M | 0.21% | 97 |
|
|
2024
Q1 | $11.5M | Sell |
256,963
-12,043
| -4% | -$540K | 0.1% | 170 |
|
|
2023
Q4 | $12.2M | Buy |
+269,006
| New | +$12.2M | 0.1% | 166 |
|