Life Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
31,237
+2,853
| +10% | +$144K | 1.26% | 21 |
|
|
2025
Q1 | $1.43M | Sell |
28,384
-758
| -3% | -$38.1K | 1.29% | 18 |
|
|
2024
Q4 | $1.45M | Sell |
29,142
-269
| -0.9% | -$13.4K | 1.34% | 17 |
|
|
2024
Q3 | $1.48M | Buy |
29,411
+461
| +2% | +$23.2K | 1.32% | 18 |
|
|
2024
Q2 | $1.43M | Sell |
28,950
-1,493
| -5% | -$73.5K | 1.29% | 19 |
|
|
2024
Q1 | $1.5M | Sell |
30,443
-105
| -0.3% | -$5.17K | 1.49% | 18 |
|
|
2023
Q4 | $1.5M | Buy |
+30,548
| New | +$1.5M | 1.48% | 19 |
|
|
2022
Q3 | $1.59M | Sell |
33,482
-4,600
| -12% | -$218K | 1.82% | 16 |
|
|
2022
Q2 | $1.84M | Sell |
38,082
-4,930
| -11% | -$239K | 2.07% | 14 |
|
|
2022
Q1 | $2.13M | Sell |
43,012
-3,136
| -7% | -$155K | 2.17% | 14 |
|
|
2021
Q4 | $2.36M | Buy |
+46,148
| New | +$2.36M | 2.38% | 13 |
|