OFC Financial Planning’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	$1.67M	Sell	33,053 -1,154	-3%	-$58.4K	1.78%	12
2025 Q1	$1.72M	Sell	34,207 -19,364	-36%	-$974K	1.95%	11
2024 Q4	$2.66M	Buy	+53,571	New	+$2.66M	2.81%	7