Merit Financial Group’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
2024
Q4
Sell
-5,424
Closed -$274K 1181
2024
Q3
$274K Hold
5,424
0.01% 695
2024
Q2
$267K Sell
5,424
-636
-10% -$31.3K 0.01% 757
2024
Q1
$297K Sell
6,060
-2,094
-26% -$103K 0.01% 711
2023
Q4
$401K Buy
+8,154
New +$401K 0.01% 541