WR Wealth Planners’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
2024
Q4
$33.4K Sell
753
-758
-50% -$33.6K 0.01% 372
2024
Q3
$70.2K Buy
+1,511
New +$70.2K 0.02% 295
2022
Q2
Sell
-1,506
Closed -$73.1K 535
2022
Q1
$73.1K Buy
+1,506
New +$73.1K 0.04% 149