Charter Oak Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.18M | Sell |
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|
2025
Q2 | $4.17M | Sell |
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|
2025
Q1 | $4.53M | Sell |
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|
2024
Q4 | $4.88M | Sell |
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|
2024
Q3 | $5.17M | Sell |
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|
2024
Q2 | $5.18M | Sell |
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|
2024
Q1 | $5.36M | Sell |
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|
2023
Q4 | $6.09M | Sell |
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|
2023
Q3 | $6.85M | Sell |
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|
2023
Q2 | $7.74M | Sell |
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|
2023
Q1 | $8.24M | Sell |
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|
2022
Q4 | $8.43M | Sell |
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|
2022
Q3 | $8.63M | Sell |
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|
2022
Q2 | $9.82M | Sell |
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|
2022
Q1 | $11.7M | Sell |
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|
2021
Q4 | $12.6M | Buy |
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|
2021
Q3 | $10.8M | Buy |
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|
2021
Q2 | $10.2M | Buy |
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|
2021
Q1 | $9.65M | Buy |
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|
2020
Q4 | $9.15M | Buy |
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