Caliber Wealth Management (Utah)’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
2021 Q3	–	Sell	-4,426	Closed	-$229K	–	75
2021 Q2	$229K	Sell	4,426 -6,047	-58%	-$313K	0.16%	73
2021 Q1	$542K	Hold	10,473	–	–	0.39%	61
2020 Q4	$547K	Buy	+10,473	New	+$547K	0.54%	57