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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-35,982	Closed	-$747K	–	174
2025 Q1	$747K	Buy	35,982 +12,495	+53%	+$259K	0.43%	57
2024 Q4	$480K	Buy	23,487 +2,528	+12%	+$51.7K	0.28%	83
2024 Q3	$448K	Buy	+20,959	New	+$448K	0.27%	84