55I LLC’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$326K Sell
2021
Q4
$29.1M Sell
2021
Q3
$41.9M Sell
2021
Q2
$51.8M Buy
2021
Q1
$34.6M Buy