Jacobson & Schmitt Advisors’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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2020
Q2 | $409K | Sell |
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2020
Q1 | $481K | Sell |
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|
2019
Q4 | $841K | Sell |
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|
2019
Q3 | $1.11M | Sell |
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|
2019
Q2 | $4.2M | Buy |
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2019
Q1 | $3.23M | Buy |
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|
2018
Q4 | $1.62M | Buy |
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|
2018
Q3 | $1.54M | Buy |
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2018
Q2 | $1.1M | Buy |
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|
2018
Q1 | $716K | Buy |
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|
2017
Q4 | $575K | Sell |
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|
2017
Q3 | $1.02M | Buy |
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|
2017
Q2 | $695K | Buy |
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|
2017
Q1 | $490K | Buy |
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