GWM
GDS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,073
| Closed | -$291K | – | 135 |
|
|
2023
Q3 | $291K | Sell |
6,073
-20
| -0.3% | -$960 | 0.05% | 101 |
|
|
2023
Q2 | $294K | Sell |
6,093
-343
| -5% | -$16.5K | 0.05% | 105 |
|
|
2023
Q1 | $312K | Sell |
6,436
-180,506
| -97% | -$8.75M | 0.06% | 96 |
|
|
2022
Q4 | $8.95M | Sell |
186,942
-65,013
| -26% | -$3.11M | 1.71% | 18 |
|
|
2022
Q3 | $11.9M | Buy |
251,955
+5,989
| +2% | +$284K | 2.66% | 11 |
|
|
2022
Q2 | $11.9M | Sell |
245,966
-13,944
| -5% | -$676K | 2.67% | 8 |
|
|
2022
Q1 | $12.7M | Buy |
259,910
+16,648
| +7% | +$816K | 2.81% | 11 |
|
|
2021
Q4 | $12.4M | Buy |
+243,262
| New | +$12.4M | 2.78% | 10 |
|