Highland Financial Advisors’s iShares ESG Advanced Investment Grade Corporate Bond ETF ELQD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,534
Closed -$208K 56
2024
Q1
$208K Sell
2,534
-306
-11% -$25.1K 0.08% 54
2023
Q4
$236K Buy
2,840
+3
+0.1% +$249 0.1% 52
2023
Q3
$217K Buy
2,837
+13
+0.5% +$994 0.11% 40
2023
Q2
$229K Buy
+2,824
New +$229K 0.12% 40