QWM
Quadcap Wealth Management’s iShares US Fixed Income Balanced Risk Systematic ETF FIBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Hold |
3,437
| – | – | 0.04% | 314 |
|
|
2025
Q1 | $301K | Sell |
3,437
-200
| -5% | -$17.5K | 0.04% | 304 |
|
|
2024
Q4 | $316K | Hold |
3,637
| – | – | 0.05% | 300 |
|
|
2024
Q3 | $322K | Hold |
3,637
| – | – | 0.05% | 300 |
|
|
2024
Q2 | $312K | Hold |
3,637
| – | – | 0.06% | 300 |
|
|
2024
Q1 | $313K | Hold |
3,637
| – | – | 0.07% | 266 |
|
|
2023
Q4 | $314K | Buy |
+3,637
| New | +$314K | 0.08% | 265 |
|