Acorn Financial Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.85M | Sell |
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2023
Q3 | $1.84M | Sell |
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|
2023
Q2 | $2.03M | Sell |
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|
2023
Q1 | $2.05M | Sell |
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|
2022
Q4 | $2.09M | Sell |
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|
2022
Q3 | $2.26M | Sell |
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|
2022
Q2 | $2.77M | Sell |
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|
2022
Q1 | $3.04M | Sell |
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|
2021
Q4 | $3.21M | Sell |
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|
2021
Q3 | $3.27M | Buy |
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|
2021
Q2 | $3.21M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.23M | Buy |
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|
2020
Q3 | $1.6M | Buy |
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|
2020
Q2 | $677K | Buy |
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