Heritage Wealth Management (Arizona)’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 |
-21,100
| Closed | -$1.04M | – | 187 |
|
|
2024
Q1 | $1.04M | Sell |
21,100
-105
| -0.5% | -$5.17K | 0.53% | 43 |
|
|
2023
Q4 | $1.04M | Buy |
+21,205
| New | +$1.04M | 0.57% | 40 |
|
|
2022
Q4 | $4.8M | Buy |
100,350
+49,851
| +99% | +$2.39M | 0.69% | 30 |
|
|
2022
Q3 | $2.39M | Buy |
50,499
+5,789
| +13% | +$274K | 0.77% | 22 |
|
|
2022
Q2 | $2.17M | Sell |
44,710
-9,270
| -17% | -$449K | 0.72% | 26 |
|
|
2022
Q1 | $2.66M | Buy |
+53,980
| New | +$2.66M | 0.72% | 22 |
|
|
2021
Q3 | $2.12M | Buy |
41,043
+4,460
| +12% | +$230K | 0.75% | 23 |
|
|
2021
Q2 | $1.9M | Buy |
36,583
+7,417
| +25% | +$384K | 0.72% | 23 |
|
|
2021
Q1 | $1.51M | Buy |
+29,166
| New | +$1.51M | 0.85% | 24 |
|