LWM
LJI 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 | $56.7M | Buy |
1,120,845
+16,467
| +1% | +$833K | 9.87% | 2 |
|
|
2025
Q1 | $55.5M | Buy |
1,104,378
+29,791
| +3% | +$1.5M | 11.06% | 2 |
|
|
2024
Q4 | $53.4M | Buy |
1,074,587
+183,733
| +21% | +$9.14M | 10.53% | 2 |
|
|
2024
Q3 | $44.9M | Buy |
890,854
+51,205
| +6% | +$2.58M | 9.18% | 2 |
|
|
2024
Q2 | $41.4M | Buy |
839,649
+66,315
| +9% | +$3.27M | 9.14% | 2 |
|
|
2024
Q1 | $38.1M | Buy |
773,334
+39,037
| +5% | +$1.92M | 9.85% | 2 |
|
|
2023
Q4 | $36.1M | Buy |
734,297
+4,865
| +0.7% | +$239K | 9.36% | 2 |
|
|
2023
Q3 | $35M | Buy |
729,432
+18,464
| +3% | +$886K | 10.08% | 2 |
|
|
2023
Q2 | $34.3M | Buy |
710,968
+20,635
| +3% | +$995K | 9.98% | 2 |
|
|
2023
Q1 | $33.5M | Buy |
690,333
+22,461
| +3% | +$1.09M | 10.57% | 2 |
|
|
2022
Q4 | $32M | Buy |
+667,872
| New | +$32M | 11.2% | 2 |
|