GSWM
Greenup Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.3M | Sell |
717,259
-42,258
| -6% | -$2.14M | 6.32% | 4 |
|
|
2025
Q1 | $38.2M | Buy |
759,517
+128,062
| +20% | +$6.44M | 7.57% | 4 |
|
|
2024
Q4 | $31.4M | Buy |
631,455
+297,120
| +89% | +$14.8M | 6.24% | 4 |
|
|
2024
Q3 | $16.9M | Buy |
334,335
+30,379
| +10% | +$1.53M | 3.48% | 7 |
|
|
2024
Q2 | $15M | Sell |
303,956
-6,903
| -2% | -$340K | 3.52% | 7 |
|
|
2024
Q1 | $15.3M | Buy |
310,859
+39,535
| +15% | +$1.95M | 3.84% | 6 |
|
|
2023
Q4 | $13.3M | Buy |
271,324
+22,761
| +9% | +$1.12M | 3.71% | 7 |
|
|
2023
Q3 | $11.9M | Buy |
248,563
+127,912
| +106% | +$6.14M | 3.89% | 7 |
|
|
2023
Q2 | $5.82M | Sell |
120,651
-14,214
| -11% | -$685K | 1.59% | 17 |
|
|
2023
Q1 | $6.54M | Buy |
134,865
+111,241
| +471% | +$5.39M | 2.3% | 10 |
|
|
2022
Q4 | $1.13M | Buy |
+23,624
| New | +$1.13M | 0.47% | 44 |
|
|
2022
Q3 | – | Sell |
-8,209
| Closed | -$398K | – | 79 |
|
|
2022
Q2 | $398K | Buy |
+8,209
| New | +$398K | 0.19% | 65 |
|