Beacon Financial Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $562K | Buy |
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|
2023
Q2 | $564K | Buy |
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|
2023
Q1 | $567K | Buy |
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|
2022
Q4 | $558K | Sell |
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|
2022
Q3 | $677K | Buy |
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|
2022
Q2 | $619K | Buy |
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|
2022
Q1 | $630K | Sell |
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|
2021
Q4 | $763K | Buy |
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|
2021
Q3 | $543K | Sell |
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|
2021
Q2 | $556K | Buy |
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|
2021
Q1 | $554K | Sell |
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|
2020
Q4 | $779K | Buy |
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|
2020
Q3 | $685K | Buy |
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|
2020
Q2 | $476K | Buy |
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|
2020
Q1 | $458K | Buy |
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|
2019
Q4 | $440K | Buy |
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