GeoWealth Management’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 | $297K | Sell |
14,142
-353
| -2% | -$7.41K | 0.01% | 544 |
|
|
2025
Q1 | $301K | Sell |
14,495
-63
| -0.4% | -$1.31K | 0.01% | 554 |
|
|
2024
Q4 | $298K | Sell |
14,558
-26,807
| -65% | -$548K | 0.01% | 628 |
|
|
2024
Q3 | $884K | Buy |
41,365
+5,616
| +16% | +$120K | 0.03% | 329 |
|
|
2024
Q2 | $730K | Buy |
35,749
+7,164
| +25% | +$146K | 0.03% | 340 |
|
|
2024
Q1 | $588K | Buy |
+28,585
| New | +$588K | 0.02% | 398 |
|