TFP
Tilia Fiduciary Partners’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
19,745
+2,643
| +15% | +$141K | 0.64% | 53 |
|
|
2025
Q1 | $898K | Buy |
17,102
+420
| +3% | +$22.1K | 0.6% | 55 |
|
|
2024
Q4 | $859K | Buy |
16,682
+929
| +6% | +$47.9K | 0.59% | 51 |
|
|
2024
Q3 | $846K | Buy |
15,753
+1,843
| +13% | +$99K | 0.59% | 54 |
|
|
2024
Q2 | $713K | Buy |
13,910
+1,556
| +13% | +$79.8K | 0.56% | 56 |
|
|
2024
Q1 | $637K | Buy |
12,354
+2,996
| +32% | +$155K | 0.52% | 57 |
|
|
2023
Q4 | $487K | Buy |
9,358
+3,336
| +55% | +$173K | 0.45% | 67 |
|
|
2023
Q3 | $293K | Buy |
6,022
+5,751
| +2,122% | +$280K | 0.31% | 85 |
|
|
2023
Q2 | $13.7K | Hold |
271
| – | – | 0.01% | 346 |
|
|
2023
Q1 | $13.9K | Hold |
271
| – | – | 0.01% | 341 |
|
|
2022
Q4 | $13.4K | Hold |
271
| – | – | 0.01% | 338 |
|
|
2022
Q3 | $13K | Sell |
271
-195
| -42% | -$9.35K | 0.01% | 344 |
|
|
2022
Q2 | $24K | Sell |
466
-225
| -33% | -$11.6K | 0.02% | 274 |
|
|
2022
Q1 | $38K | Sell |
691
-294
| -30% | -$16.2K | 0.03% | 243 |
|
|
2021
Q4 | $58K | Buy |
+985
| New | +$58K | 0.05% | 207 |
|