TFA
TPG Financial Advisors’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 | $9.3M | Buy |
174,474
+24,983
| +17% | +$1.33M | 3.72% | 9 |
|
|
2025
Q1 | $7.85M | Sell |
149,491
-218,821
| -59% | -$11.5M | 3.47% | 12 |
|
|
2024
Q4 | $19M | Buy |
368,312
+14,631
| +4% | +$754K | 8.25% | 2 |
|
|
2024
Q3 | $19M | Buy |
353,681
+9,910
| +3% | +$532K | 8.55% | 3 |
|
|
2024
Q2 | $17.6M | Buy |
+343,771
| New | +$17.6M | 8.34% | 3 |
|
|
2023
Q4 | $16.4M | Sell |
318,373
-202,535
| -39% | -$10.4M | 8.35% | 2 |
|
|
2023
Q3 | $25.3M | Buy |
520,908
+21,627
| +4% | +$1.05M | 13.1% | 1 |
|
|
2023
Q2 | $25.2M | Sell |
499,281
-21,788
| -4% | -$1.1M | 13.23% | 1 |
|
|
2023
Q1 | $26.7M | Buy |
521,069
+32,433
| +7% | +$1.66M | 14.6% | 1 |
|
|
2022
Q4 | $24.2M | Buy |
488,636
+193,275
| +65% | +$9.57M | 14.67% | 1 |
|
|
2022
Q3 | $14.3M | Buy |
295,361
+9,193
| +3% | +$444K | 8.76% | 4 |
|
|
2022
Q2 | $14.6M | Buy |
286,168
+9,912
| +4% | +$506K | 9.79% | 2 |
|
|
2022
Q1 | $15.2M | Sell |
276,256
-113,190
| -29% | -$6.21M | 9.17% | 3 |
|
|
2021
Q4 | $23.1M | Sell |
389,446
-14,595
| -4% | -$865K | 14.13% | 1 |
|
|
2021
Q3 | $24.3M | Sell |
404,041
-292,962
| -42% | -$17.6M | 16.02% | 1 |
|
|
2021
Q2 | $42.2M | Buy |
697,003
+112,751
| +19% | +$6.82M | 29.61% | 1 |
|
|
2021
Q1 | $34.6M | Buy |
584,252
+123,255
| +27% | +$7.3M | 24.13% | 1 |
|
|
2020
Q4 | $28.5M | Buy |
460,997
+95,427
| +26% | +$5.9M | 21.15% | 1 |
|
|
2020
Q3 | $22.2M | Buy |
365,570
+135,404
| +59% | +$8.23M | 18.98% | 2 |
|
|
2020
Q2 | $13.9M | Buy |
+230,166
| New | +$13.9M | 12.46% | 2 |
|