Fonville Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Sell |
48,834
-4,158
| -8% | -$210K | 0.63% | 39 |
|
|
2025
Q1 | $2.67M | Buy |
52,992
+6,091
| +13% | +$307K | 0.79% | 35 |
|
|
2024
Q4 | $2.33M | Buy |
46,901
+7,688
| +20% | +$382K | 0.77% | 36 |
|
|
2024
Q3 | $1.98M | Buy |
39,213
+945
| +2% | +$47.7K | 0.68% | 38 |
|
|
2024
Q2 | $1.88M | Sell |
38,268
-128
| -0.3% | -$6.3K | 0.75% | 38 |
|
|
2024
Q1 | $1.89M | Buy |
38,396
+1,413
| +4% | +$69.5K | 0.84% | 37 |
|
|
2023
Q4 | $1.82M | Buy |
+36,983
| New | +$1.82M | 0.97% | 36 |
|