SFG
Sage Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,103
| Closed | -$604K | – | 99 |
|
|
2023
Q1 | $604K | Buy |
+7,103
| New | +$604K | 0.07% | 57 |
|
|
2022
Q4 | – | Sell |
-9,048
| Closed | -$742K | – | 97 |
|
|
2022
Q3 | $742K | Sell |
9,048
-176
| -2% | -$14.4K | 0.1% | 46 |
|
|
2022
Q2 | $792K | Buy |
+9,224
| New | +$792K | 0.1% | 46 |
|
|
2021
Q4 | – | Sell |
-10,282
| Closed | -$1.03M | – | 77 |
|
|
2021
Q3 | $1.03M | Buy |
+10,282
| New | +$1.03M | 0.13% | 37 |
|