GoalVest Advisory’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
2024 Q2	–	Sell	-444	Closed	-$21.9K	–	401
2024 Q1	$21.9K	Hold	444	–	–	0.01%	262
2023 Q4	$21.8K	Sell	444 -1,082	-71%	-$53.2K	0.01%	199
2023 Q3	$73.2K	Buy	1,526 +518	+51%	+$24.9K	0.04%	124
2023 Q2	$48.6K	Buy	+1,008	New	+$48.6K	0.03%	139