WMA
Wealth Management Associates’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 | $1.12M | Buy |
24,631
+498
| +2% | +$22.6K | 0.44% | 51 |
|
|
2025
Q1 | $1.09M | Buy |
24,133
+1,628
| +7% | +$73.3K | 0.47% | 49 |
|
|
2024
Q4 | $998K | Buy |
22,505
+1,860
| +9% | +$82.5K | 0.43% | 53 |
|
|
2024
Q3 | $959K | Buy |
20,645
+530
| +3% | +$24.6K | 0.42% | 53 |
|
|
2024
Q2 | $892K | Hold |
20,115
| – | – | 0.42% | 53 |
|
|
2024
Q1 | $892K | Buy |
20,115
+770
| +4% | +$34.2K | 0.42% | 53 |
|
|
2023
Q4 | $875K | Sell |
19,345
-812
| -4% | -$36.7K | 0.46% | 54 |
|
|
2023
Q3 | $855K | Buy |
20,157
+334
| +2% | +$14.2K | 0.5% | 48 |
|
|
2023
Q2 | $876K | Buy |
19,823
+1,449
| +8% | +$64K | 0.5% | 47 |
|
|
2023
Q1 | $821K | Buy |
18,374
+1,831
| +11% | +$81.9K | 0.51% | 49 |
|
|
2022
Q4 | $716K | Buy |
16,543
+1,986
| +14% | +$86K | 0.48% | 52 |
|
|
2022
Q3 | $616K | Buy |
+14,557
| New | +$616K | 0.43% | 56 |
|