FCMT
Founders Capital Management (Texas)’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.9K | Hold |
1,040
| – | – | 0.03% | 126 |
|
|
2025
Q1 | $54.5K | Hold |
1,040
| – | – | 0.04% | 126 |
|
|
2024
Q4 | $53.8K | Hold |
1,040
| – | – | 0.03% | 127 |
|
|
2024
Q3 | $54.8K | Hold |
1,040
| – | – | 0.03% | 132 |
|
|
2024
Q2 | $53.3K | Hold |
1,040
| – | – | 0.03% | 133 |
|
|
2024
Q1 | $53.3K | Hold |
1,040
| – | – | 0.04% | 130 |
|
|
2023
Q4 | $53.3K | Sell |
1,040
-1,095
| -51% | -$56.1K | 0.04% | 135 |
|
|
2023
Q3 | $106K | Sell |
2,135
-18,869
| -90% | -$940K | 0.08% | 73 |
|
|
2023
Q2 | $1.05M | Sell |
21,004
-200
| -0.9% | -$10K | 0.77% | 30 |
|
|
2023
Q1 | $1.07M | Sell |
21,204
-140
| -0.7% | -$7.08K | 0.82% | 29 |
|
|
2022
Q4 | $1.06M | Sell |
21,344
-12,826
| -38% | -$639K | 0.8% | 28 |
|
|
2022
Q3 | $1.68M | Sell |
34,170
-305
| -0.9% | -$15K | 1.37% | 28 |
|
|
2022
Q2 | $1.74M | Sell |
34,475
-1,357
| -4% | -$68.6K | 1.37% | 27 |
|
|
2022
Q1 | $1.93M | Hold |
35,832
| – | – | 1.24% | 26 |
|
|
2021
Q4 | $1.93M | Sell |
35,832
-5,942
| -14% | -$320K | 1.24% | 26 |
|
|
2021
Q3 | $2.28M | Sell |
41,774
-686
| -2% | -$37.5K | 1.57% | 23 |
|
|
2021
Q2 | $2.33M | Hold |
42,460
| – | – | 1.52% | 24 |
|
|
2021
Q1 | $2.32M | Sell |
42,460
-5,190
| -11% | -$284K | 1.65% | 24 |
|
|
2020
Q4 | $2.63M | Buy |
+47,650
| New | +$2.63M | 1.86% | 24 |
|