AEPWM
Atlantic Edge Private 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 | $65.8K | Hold |
1,300
| – | – | 0.02% | 190 |
|
|
2025
Q1 | $65.4K | Hold |
1,300
| – | – | 0.02% | 181 |
|
|
2024
Q4 | $64.7K | Hold |
1,300
| – | – | 0.02% | 181 |
|
|
2024
Q3 | $65.6K | Sell |
1,300
-900
| -41% | -$45.4K | 0.02% | 182 |
|
|
2024
Q2 | $108K | Sell |
2,200
-1,225
| -36% | -$60.3K | 0.04% | 154 |
|
|
2024
Q1 | $169K | Hold |
3,425
| – | – | 0.06% | 133 |
|
|
2023
Q4 | $169K | Buy |
+3,425
| New | +$169K | 0.07% | 130 |
|