IWP
QSIG
Invenio Wealth Partners’s WisdomTree U.S. Short Term Corporate Bond Fund QSIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16M | Buy |
64,844
+1,347
| +2% | +$65.7K | 1.26% | 22 |
|
|
2025
Q1 | $3.08M | Buy |
63,497
+2,686
| +4% | +$130K | 1.29% | 23 |
|
|
2024
Q4 | $2.92M | Buy |
60,811
+4,271
| +8% | +$205K | 1.22% | 21 |
|
|
2024
Q3 | $2.76M | Buy |
56,540
+2,841
| +5% | +$139K | 1.19% | 22 |
|
|
2024
Q2 | $2.56M | Buy |
53,699
+6,122
| +13% | +$291K | 1.27% | 23 |
|
|
2024
Q1 | $2.27M | Buy |
47,577
+13,087
| +38% | +$624K | 1.22% | 22 |
|
|
2023
Q4 | $1.65M | Buy |
34,490
+10,051
| +41% | +$482K | 1.2% | 22 |
|
|
2023
Q3 | $1.14M | Buy |
+24,439
| New | +$1.14M | 1.03% | 26 |
|