TLFA
True Link Financial Advisors’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
Q4 | – | Sell |
-21,792
| Closed | -$1.8M | – | 69 |
|
2023
Q3 | $1.8M | Hold |
21,792
| – | – | 0.22% | 28 |
|
2023
Q2 | $1.83M | Hold |
21,792
| – | – | 0.22% | 29 |
|
2023
Q1 | $1.85M | Hold |
21,792
| – | – | 0.23% | 31 |
|
2022
Q4 | $1.82M | Hold |
21,792
| – | – | 0.25% | 30 |
|
2022
Q3 | $1.79M | Hold |
21,792
| – | – | 0.26% | 31 |
|
2022
Q2 | $1.87M | Hold |
21,792
| – | – | 0.28% | 35 |
|
2022
Q1 | $2.02M | Hold |
21,792
| – | – | 0.29% | 33 |
|
2021
Q4 | $2.17M | Sell |
21,792
-20
| -0.1% | -$1.99K | 0.29% | 37 |
|
2021
Q3 | $2.19M | Hold |
21,812
| – | – | 0.3% | 38 |
|
2021
Q2 | $2.2M | Hold |
21,812
| – | – | 0.32% | 35 |
|
2021
Q1 | $2.18M | Hold |
21,812
| – | – | 0.32% | 39 |
|
2020
Q4 | $2.24M | Buy |
+21,812
| New | +$2.24M | 0.35% | 38 |
|