EWM
EPG Wealth Management’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 | $1.87K | Hold |
37
| – | – | ﹤0.01% | 305 |
|
|
2025
Q1 | $1.86K | Hold |
37
| – | – | ﹤0.01% | 399 |
|
|
2024
Q4 | $1.84K | Hold |
37
| – | – | ﹤0.01% | 414 |
|
|
2024
Q3 | $1.87K | Buy |
+37
| New | +$1.87K | ﹤0.01% | 412 |
|
|
2024
Q2 | – | Sell |
-37
| Closed | -$1.82K | – | 434 |
|
|
2024
Q1 | $1.82K | Hold |
37
| – | – | ﹤0.01% | 434 |
|
|
2023
Q4 | $1.81K | Hold |
37
| – | – | ﹤0.01% | 413 |
|
|
2023
Q3 | $1.78K | Hold |
37
| – | – | ﹤0.01% | 409 |
|
|
2023
Q2 | $1.78K | Hold |
37
| – | – | ﹤0.01% | 400 |
|
|
2023
Q1 | $1.79K | Buy |
+37
| New | +$1.79K | ﹤0.01% | 406 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 370 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 433 |
|