Carson Wealth (CWM LLC)’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 | $6K | Hold |
111
| – | – | ﹤0.01% | 4560 |
|
|
2025
Q1 | $6K | Buy |
111
+103
| +1,288% | +$5.57K | ﹤0.01% | 4396 |
|
|
2024
Q4 | $0 | Sell |
8
-48
| -86% | – | ﹤0.01% | 5136 |
|
|
2024
Q3 | $3K | Hold |
56
| – | – | ﹤0.01% | 4316 |
|
|
2024
Q2 | $3K | Hold |
56
| – | – | ﹤0.01% | 4123 |
|
|
2024
Q1 | $3K | Buy |
56
+35
| +167% | +$1.88K | ﹤0.01% | 3888 |
|
|
2023
Q4 | $1K | Buy |
21
+1
| +5% | +$48 | ﹤0.01% | 4034 |
|
|
2023
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 4069 |
|
|
2023
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 4054 |
|
|
2023
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 3913 |
|
|
2022
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 3832 |
|
|
2022
Q1 | – | Sell |
-102
| Closed | -$5K | – | 3820 |
|
|
2021
Q4 | $5K | Buy |
+102
| New | +$5K | ﹤0.01% | 2754 |
|
|
2019
Q1 | – | Sell |
-328
| Closed | -$16K | – | 3209 |
|
|
2018
Q4 | $16K | Hold |
328
| – | – | ﹤0.01% | 1199 |
|
|
2018
Q3 | $16K | Buy |
+328
| New | +$16K | ﹤0.01% | 1014 |
|