Fort Point Capital Partners’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-4,585
Closed -$228K 299
2023
Q3
$228K Hold
4,585
0.03% 239
2023
Q2
$230K Hold
4,585
0.03% 241
2023
Q1
$232K Sell
4,585
-705
-13% -$35.6K 0.04% 236
2022
Q4
$264K Buy
+5,290
New +$264K 0.04% 214