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Barrett & Company’s First Trust Intermediate Duration Investment Grade Corporate ETF FIIG Stock Holding History

Barrett & Company’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
Q2 		$297K Hold
14,332
– – 0.08% 128
2026
Q1 		$297K Buy
+14,332
New +$302K 0.1% 118

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Barrett & Company's FIIG Position: Q2 2026 in Review

Barrett & Company held its First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) position steady in Q2 2026 at 14,332 shares worth $297K. The position accounts for 0.08% of the portfolio, ranked #128.

Barrett & Company first reported a position in FIIG in Q1 2026 and has held it in 2 quarters since. The position peaked at $297K in Q1 2026. 140 funds tracked by Wall St. Rank hold FIIG as of Q2 2026.

  • Barrett & Company held 14,332 shares of First Trust Intermediate Duration Investment Grade Corporate ETF worth $297K as of Q2 2026.
  • Barrett & Company left its First Trust Intermediate Duration Investment Grade Corporate ETF share count unchanged in Q2 2026.
  • First Trust Intermediate Duration Investment Grade Corporate ETF made up 0.08% of Barrett & Company's portfolio in Q2 2026, its #128 holding.
  • Barrett & Company first reported a position in First Trust Intermediate Duration Investment Grade Corporate ETF in Q1 2026 and has held it in 2 quarters since.
  • Barrett & Company's First Trust Intermediate Duration Investment Grade Corporate ETF position peaked at $297K in Q1 2026.
  • 140 funds tracked by Wall St. Rank held First Trust Intermediate Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.