GWMIA
Global Wealth Management Investment Advisory’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 | $11.6M | Buy |
228,698
+2,181
| +1% | +$110K | 2.17% | 13 |
|
|
2025
Q1 | $11.4M | Sell |
226,517
-34,903
| -13% | -$1.75M | 2.28% | 10 |
|
|
2024
Q4 | $13M | Buy |
261,420
+13,079
| +5% | +$651K | 2.68% | 7 |
|
|
2024
Q3 | $12.5M | Buy |
248,341
+7,977
| +3% | +$402K | 2.7% | 7 |
|
|
2024
Q2 | $11.8M | Buy |
240,364
+3,081
| +1% | +$152K | 2.75% | 7 |
|
|
2024
Q1 | $11.7M | Buy |
237,283
+7,663
| +3% | +$377K | 2.86% | 6 |
|
|
2023
Q4 | $11.3M | Buy |
229,620
+5,933
| +3% | +$292K | 2.9% | 5 |
|
|
2023
Q3 | $10.7M | Buy |
223,687
+10,442
| +5% | +$501K | 3.01% | 5 |
|
|
2023
Q2 | $10.3M | Buy |
213,245
+18,712
| +10% | +$902K | 2.82% | 5 |
|
|
2023
Q1 | $9.43M | Buy |
194,533
+15,749
| +9% | +$764K | 2.84% | 5 |
|
|
2022
Q4 | $8.56M | Buy |
178,784
+9,741
| +6% | +$466K | 2.78% | 5 |
|
|
2022
Q3 | $8.01M | Buy |
169,043
+6,773
| +4% | +$321K | 2.86% | 5 |
|
|
2022
Q2 | $7.86M | Buy |
162,270
+17,141
| +12% | +$831K | 2.65% | 4 |
|
|
2022
Q1 | $7.16M | Buy |
145,129
+14,092
| +11% | +$696K | 2.13% | 10 |
|
|
2021
Q4 | $6.69M | Buy |
131,037
+13,027
| +11% | +$665K | 2.01% | 12 |
|
|
2021
Q3 | $6.1M | Buy |
118,010
+15,797
| +15% | +$816K | 1.93% | 12 |
|
|
2021
Q2 | $5.3M | Buy |
102,213
+6,691
| +7% | +$347K | 1.76% | 13 |
|
|
2021
Q1 | $4.95M | Buy |
95,522
+12,232
| +15% | +$633K | 1.78% | 13 |
|
|
2020
Q4 | $4.35M | Buy |
83,290
+2,447
| +3% | +$128K | 1.69% | 13 |
|
|
2020
Q3 | $4.21M | Buy |
80,843
+2,662
| +3% | +$139K | 1.82% | 13 |
|
|
2020
Q2 | $4.08M | Buy |
78,181
+5,717
| +8% | +$298K | 1.74% | 14 |
|
|
2020
Q1 | $3.63M | Sell |
72,464
-12,159
| -14% | -$610K | 1.83% | 15 |
|
|
2019
Q4 | $4.32M | Buy |
84,623
+4,713
| +6% | +$241K | 1.83% | 14 |
|
|
2019
Q3 | $4.09M | Buy |
79,910
+10,517
| +15% | +$538K | 1.87% | 14 |
|
|
2019
Q2 | $3.54M | Buy |
69,393
+18,917
| +37% | +$964K | 1.71% | 16 |
|
|
2019
Q1 | $2.55M | Buy |
50,476
+26,799
| +113% | +$1.35M | 1.32% | 25 |
|
|
2018
Q4 | $1.17M | Buy |
+23,677
| New | +$1.17M | 0.68% | 55 |
|