Great Lakes Retirement’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
Q3 | – | Sell |
-586
| Closed | -$28.9K | – | 583 |
|
|
2024
Q2 | $28.9K | Buy |
+586
| New | +$28.9K | ﹤0.01% | 370 |
|
|
2023
Q4 | – | Sell |
-54,153
| Closed | -$2.6M | – | 231 |
|
|
2023
Q3 | $2.6M | Sell |
54,153
-5,488
| -9% | -$263K | 0.47% | 39 |
|
|
2023
Q2 | $2.88M | Sell |
59,641
-4,307
| -7% | -$208K | 0.51% | 38 |
|
|
2023
Q1 | $3.1M | Buy |
+63,948
| New | +$3.1M | 0.58% | 36 |
|