TFP
Tilia Fiduciary Partners’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Buy |
42,752
+2,164
| +5% | +$114K | 1.38% | 30 |
|
|
2025
Q1 | $2.13M | Buy |
40,588
+2,843
| +8% | +$149K | 1.42% | 26 |
|
|
2024
Q4 | $1.95M | Buy |
37,745
+772
| +2% | +$39.9K | 1.33% | 30 |
|
|
2024
Q3 | $1.95M | Buy |
36,973
+1,764
| +5% | +$92.9K | 1.35% | 33 |
|
|
2024
Q2 | $1.8M | Buy |
35,209
+1,133
| +3% | +$58.1K | 1.41% | 30 |
|
|
2024
Q1 | $1.75M | Buy |
34,076
+4,199
| +14% | +$215K | 1.42% | 31 |
|
|
2023
Q4 | $1.53M | Buy |
29,877
+1,341
| +5% | +$68.8K | 1.43% | 27 |
|
|
2023
Q3 | $1.42M | Sell |
28,536
-1,560
| -5% | -$77.7K | 1.48% | 28 |
|
|
2023
Q2 | $1.51M | Buy |
30,096
+1,296
| +5% | +$65K | 1.35% | 22 |
|
|
2023
Q1 | $1.46M | Sell |
28,800
-3,993
| -12% | -$202K | 1.39% | 18 |
|
|
2022
Q4 | $1.63M | Sell |
32,793
-3,924
| -11% | -$195K | 1.57% | 12 |
|
|
2022
Q3 | $1.8M | Sell |
36,717
-9,464
| -20% | -$464K | 1.82% | 8 |
|
|
2022
Q2 | $2.33M | Sell |
46,181
-11,135
| -19% | -$563K | 2.23% | 5 |
|
|
2022
Q1 | $2.96M | Sell |
57,316
-1,291
| -2% | -$66.8K | 2.51% | 6 |
|
|
2021
Q4 | $3.16M | Buy |
+58,607
| New | +$3.16M | 2.54% | 5 |
|