OWA
One Wealth Advisors’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 | $807K | Sell |
15,948
-980
| -6% | -$49.6K | 0.11% | 107 |
|
|
2025
Q1 | $851K | Buy |
+16,928
| New | +$851K | 0.13% | 103 |
|
|
2023
Q1 | – | Sell |
-2,899
| Closed | -$139K | – | 532 |
|
|
2022
Q4 | $139K | Buy |
+2,899
| New | +$139K | 0.03% | 247 |
|
|
2022
Q3 | – | Sell |
-4,209
| Closed | -$204K | – | 208 |
|
|
2022
Q2 | $204K | Buy |
+4,209
| New | +$204K | 0.05% | 182 |
|
|
2021
Q3 | – | Sell |
-26,904
| Closed | -$1.39M | – | 232 |
|
|
2021
Q2 | $1.39M | Buy |
26,904
+15,230
| +130% | +$789K | 0.44% | 36 |
|
|
2021
Q1 | $604K | Buy |
+11,674
| New | +$604K | 0.23% | 53 |
|