GC Wealth Management RIA’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 | $890K | Buy |
17,596
+1,669
| +10% | +$84.4K | 0.07% | 221 |
|
|
2025
Q1 | $801K | Buy |
15,927
+7,889
| +98% | +$397K | 0.15% | 132 |
|
|
2024
Q4 | $400K | Sell |
8,038
-29
| -0.4% | -$1.44K | 0.07% | 203 |
|
|
2024
Q3 | $407K | Buy |
8,067
+889
| +12% | +$44.8K | 0.07% | 216 |
|
|
2024
Q2 | $354K | Buy |
7,178
+664
| +10% | +$32.7K | 0.07% | 208 |
|
|
2024
Q1 | $321K | Buy |
6,514
+1,647
| +34% | +$81.1K | 0.06% | 214 |
|
|
2023
Q4 | $239K | Buy |
+4,867
| New | +$239K | 0.11% | 189 |
|