Clearstead Advisors’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
2024 Q4	–	Sell	-1,400	Closed	-$70.6K	–	2180
2024 Q3	$70.6K	Hold	1,400	–	–	﹤0.01%	1120
2024 Q2	$69K	Hold	1,400	–	–	﹤0.01%	1084
2024 Q1	$68.6K	Buy	1,400 +862	+160%	+$42.2K	﹤0.01%	692
2023 Q4	$26.5K	Buy	+538	New	+$26.5K	﹤0.01%	890