WFPG
Waller Financial Planning Group’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.5M | Buy |
495,159
+6,543
| +1% | +$297K | 5.44% | 6 |
|
|
2025
Q1 | $22M | Sell |
488,616
-14,699
| -3% | -$662K | 6.18% | 7 |
|
|
2024
Q4 | $22.3M | Buy |
503,315
+15,878
| +3% | +$704K | 5.63% | 7 |
|
|
2024
Q3 | $22.7M | Buy |
487,437
+8,096
| +2% | +$376K | 5.62% | 7 |
|
|
2024
Q2 | $21.3M | Buy |
479,341
+5,391
| +1% | +$239K | 5.71% | 7 |
|
|
2024
Q1 | $21.3M | Buy |
473,950
+3,545
| +0.8% | +$159K | 5.66% | 7 |
|
|
2023
Q4 | $21.3M | Buy |
470,405
+3,840
| +0.8% | +$174K | 5.6% | 6 |
|
|
2023
Q3 | $19.8M | Sell |
466,565
-1,107
| -0.2% | -$46.9K | 5.76% | 6 |
|
|
2023
Q2 | $20.7M | Buy |
467,672
+18,161
| +4% | +$803K | 5.7% | 6 |
|
|
2023
Q1 | $20.1M | Buy |
+449,511
| New | +$20.1M | 5.7% | 5 |
|