Epstein & White Financial’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
2019 Q4	–	Sell	-4,266	Closed	-$216K	–	83
2019 Q3	$216K	Sell	4,266 -9,070	-68%	-$459K	0.11%	67
2019 Q2	$643K	Sell	13,336 -6,825	-34%	-$329K	0.34%	32
2019 Q1	$1M	Sell	20,161 -162,318	-89%	-$8.06M	0.57%	14
2018 Q4	$9.03M	Buy	+182,479	New	+$9.03M	5.64%	8