Madison Wealth 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
2023 Q2	–	Sell	-4,175	Closed	-$202K	–	93
2023 Q1	$202K	Sell	4,175 -587	-12%	-$28.5K	0.1%	85
2022 Q4	$228K	Buy	4,762 +25	+0.5%	+$1.2K	0.13%	69
2022 Q3	$225K	Buy	4,737 +15	+0.3%	+$712	0.15%	65
2022 Q2	$229K	Buy	+4,722	New	+$229K	0.15%	67