Financial Partners Capital Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$491K Sell
9,916
-22,895
-70% -$1.13M 0.11% 95
2022
Q3
$1.58M Buy
32,811
+60
+0.2% +$2.9K 0.37% 64
2022
Q2
$1.67M Sell
32,751
-10,090
-24% -$515K 0.36% 67
2022
Q1
$2.35M Buy
42,841
+35
+0.1% +$1.92K 0.44% 58
2021
Q4
$2.54M Buy
42,806
+2,990
+8% +$177K 0.45% 51
2021
Q3
$2.39M Sell
39,816
-294
-0.7% -$17.7K 0.44% 49
2021
Q2
$2.43M Buy
40,110
+505
+1% +$30.6K 0.45% 49
2021
Q1
$2.35M Buy
39,605
+23,060
+139% +$1.37M 0.47% 47
2020
Q4
$1.02M Buy
16,545
+650
+4% +$40.2K 0.23% 58
2020
Q3
$967K Buy
15,895
+1,410
+10% +$85.7K 0.26% 51
2020
Q2
$875K Buy
+14,485
New +$875K 0.25% 53