Aspiriant LLC’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-9,332
| Closed | -$477K | – | 209 |
|
|
2019
Q4 | $477K | Hold |
9,332
| – | – | 0.04% | 141 |
|
|
2019
Q3 | $478K | Hold |
9,332
| – | – | 0.04% | 150 |
|
|
2019
Q2 | $476K | Buy |
9,332
+5,007
| +116% | +$255K | 0.04% | 152 |
|
|
2019
Q1 | $218K | Hold |
4,325
| – | – | 0.02% | 212 |
|
|
2018
Q4 | $215K | Buy |
+4,325
| New | +$215K | 0.02% | 215 |
|