Heritage Wealth Management (Arizona)’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio SLQD Stock Details SLQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell
2024 Q1	$1.04M	Sell
2023 Q4	$1.04M	Buy
2022 Q4	$4.8M	Buy
2022 Q3	$2.39M	Buy
2022 Q2	$2.17M	Sell
2022 Q1	$2.66M	Buy
2021 Q3	$2.12M	Buy
2021 Q2	$1.9M	Buy
2021 Q1	$1.51M	Buy