4J Wealth Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $716K | Sell |
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|
2025
Q1 | $725K | Sell |
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|
2024
Q4 | $717K | Sell |
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|
2024
Q3 | $772K | Sell |
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|
2024
Q2 | $905K | Sell |
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|
2024
Q1 | $982K | Buy |
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|
2023
Q4 | $976K | Sell |
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|
2023
Q3 | $1.2M | Buy |
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|
2023
Q2 | $1.16M | Hold |
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|
2023
Q1 | $1.16M | Sell |
|
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|
2022
Q4 | $1.15M | Buy |
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|
2022
Q3 | $1.01M | Buy |
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|
2022
Q2 | $1.01M | Sell |
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|
2022
Q1 | $1.05M | Sell |
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|
2021
Q4 | $1.1M | Sell |
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|
2021
Q3 | $1.11M | Sell |
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|
2021
Q2 | $1.22M | Sell |
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|
2021
Q1 | $1.25M | Sell |
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|
2020
Q4 | $1.42M | Buy |
|