Vertex Planning Partners’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 | $618K | Buy |
13,601
+430
| +3% | +$19.5K | 0.13% | 90 |
|
|
2025
Q1 | $593K | Buy |
13,171
+3,089
| +31% | +$139K | 0.13% | 88 |
|
|
2024
Q4 | $447K | Buy |
10,082
+504
| +5% | +$22.4K | 0.1% | 116 |
|
|
2024
Q3 | $445K | Buy |
9,578
+548
| +6% | +$25.5K | 0.11% | 101 |
|
|
2024
Q2 | $401K | Buy |
9,030
+34
| +0.4% | +$1.51K | 0.1% | 102 |
|
|
2024
Q1 | $403K | Buy |
+8,996
| New | +$403K | 0.11% | 105 |
|