4WM
4J Wealth Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $716K | Sell |
14,156
-257
| -2% | -$13K | 0.48% | 40 |
|
|
2025
Q1 | $725K | Sell |
14,413
-5
| -0% | -$251 | 0.57% | 34 |
|
|
2024
Q4 | $717K | Sell |
14,418
-898
| -6% | -$44.7K | 0.58% | 33 |
|
|
2024
Q3 | $772K | Sell |
15,316
-3,059
| -17% | -$154K | 0.6% | 33 |
|
|
2024
Q2 | $905K | Sell |
18,375
-1,580
| -8% | -$77.8K | 0.75% | 29 |
|
|
2024
Q1 | $982K | Buy |
19,955
+120
| +0.6% | +$5.91K | 0.85% | 25 |
|
|
2023
Q4 | $976K | Sell |
19,835
-5,185
| -21% | -$255K | 0.89% | 29 |
|
|
2023
Q3 | $1.2M | Buy |
25,020
+1,025
| +4% | +$49.2K | 1.2% | 26 |
|
|
2023
Q2 | $1.16M | Hold |
23,995
| – | – | 1.12% | 28 |
|
|
2023
Q1 | $1.16M | Sell |
23,995
-120
| -0.5% | -$5.82K | 1.25% | 23 |
|
|
2022
Q4 | $1.15M | Buy |
24,115
+2,697
| +13% | +$129K | 1.34% | 23 |
|
|
2022
Q3 | $1.02M | Buy |
21,418
+566
| +3% | +$26.8K | 1.3% | 22 |
|
|
2022
Q2 | $1.01M | Sell |
20,852
-422
| -2% | -$20.4K | 1.27% | 22 |
|
|
2022
Q1 | $1.05M | Sell |
21,274
-300
| -1% | -$14.8K | 0.92% | 25 |
|
|
2021
Q4 | $1.1M | Sell |
21,574
-8
| -0% | -$408 | 0.93% | 28 |
|
|
2021
Q3 | $1.12M | Sell |
21,582
-2,010
| -9% | -$104K | 0.97% | 28 |
|
|
2021
Q2 | $1.22M | Sell |
23,592
-485
| -2% | -$25.1K | 1.07% | 28 |
|
|
2021
Q1 | $1.25M | Sell |
24,077
-3,025
| -11% | -$157K | 1.16% | 26 |
|
|
2020
Q4 | $1.42M | Buy |
+27,102
| New | +$1.42M | 1.36% | 21 |
|