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Balboa Wealth Partners’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Balboa Wealth Partners’s Portfolio FIIG Stock Details FIIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,114
Closed -$214K – 466
2025
Q4 		$214K Buy
+10,114
New +$215K 0.04% 366

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Envestnet Asset Management
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TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Balboa Wealth Partners's FIIG Position: Q1 2026 in Review

Balboa Wealth Partners sold out of First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) in Q1 2026, closing a stake of 10,114 shares — an estimated $214K sold.

Balboa Wealth Partners first reported a position in FIIG in Q4 2025 and held it in 1 quarter. The position peaked at $214K in Q4 2025. 126 funds tracked by Wall St. Rank hold FIIG as of Q1 2026.

  • Balboa Wealth Partners reported no remaining First Trust Intermediate Duration Investment Grade Corporate ETF position as of Q1 2026 after selling out during the quarter.
  • Balboa Wealth Partners sold 10,114 First Trust Intermediate Duration Investment Grade Corporate ETF shares in Q1 2026, an estimated $214K.
  • Balboa Wealth Partners first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q4 2025 and held it in 1 quarter.
  • Balboa Wealth Partners's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $214K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.