JWM
JGP 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 | $1.49M | Buy |
29,511
+10,208
| +53% | +$516K | 0.18% | 73 |
|
|
2025
Q1 | $971K | Buy |
19,303
+1,319
| +7% | +$66.3K | 0.13% | 96 |
|
|
2024
Q4 | $895K | Buy |
17,984
+5,637
| +46% | +$280K | 0.12% | 103 |
|
|
2024
Q3 | $623K | Buy |
12,347
+1,598
| +15% | +$80.6K | 0.08% | 117 |
|
|
2024
Q2 | $529K | Buy |
+10,749
| New | +$529K | 0.08% | 122 |
|