Pettyjohn Wood & White’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 | $409K | Hold |
8,090
| – | – | 0.07% | 141 |
|
|
2025
Q1 | $407K | Buy |
8,090
+100
| +1% | +$5.03K | 0.08% | 137 |
|
|
2024
Q4 | $397K | Buy |
7,990
+275
| +4% | +$13.7K | 0.07% | 141 |
|
|
2024
Q3 | $389K | Sell |
7,715
-400
| -5% | -$20.2K | 0.07% | 144 |
|
|
2024
Q2 | $400K | Sell |
8,115
-270
| -3% | -$13.3K | 0.08% | 139 |
|
|
2024
Q1 | $413K | Buy |
8,385
+50
| +0.6% | +$2.46K | 0.08% | 134 |
|
|
2023
Q4 | $410K | Sell |
8,335
-400
| -5% | -$19.7K | 0.09% | 130 |
|
|
2023
Q3 | $419K | Hold |
8,735
| – | – | 0.1% | 122 |
|
|
2023
Q2 | $421K | Sell |
8,735
-4,945
| -36% | -$238K | 0.1% | 120 |
|
|
2023
Q1 | $663K | Sell |
13,680
-9,510
| -41% | -$461K | 0.16% | 88 |
|
|
2022
Q4 | $1.11M | Sell |
23,190
-22,737
| -50% | -$1.09M | 0.28% | 70 |
|
|
2022
Q3 | $2.18M | Sell |
45,927
-85,920
| -65% | -$4.07M | 0.58% | 49 |
|
|
2022
Q2 | $6.39M | Sell |
131,847
-37,840
| -22% | -$1.83M | 1.51% | 22 |
|
|
2022
Q1 | $8.38M | Sell |
169,687
-8,415
| -5% | -$415K | 1.79% | 17 |
|
|
2021
Q4 | $9.09M | Buy |
178,102
+1,821
| +1% | +$93K | 1.87% | 15 |
|
|
2021
Q3 | $9.11M | Buy |
176,281
+4,224
| +2% | +$218K | 2.02% | 13 |
|
|
2021
Q2 | $8.92M | Sell |
172,057
-2,540
| -1% | -$132K | 2% | 16 |
|
|
2021
Q1 | $9.04M | Buy |
174,597
+27,077
| +18% | +$1.4M | 2.14% | 14 |
|
|
2020
Q4 | $7.7M | Buy |
147,520
+65,515
| +80% | +$3.42M | 1.97% | 16 |
|
|
2020
Q3 | $4.27M | Buy |
82,005
+59,305
| +261% | +$3.09M | 1.25% | 31 |
|
|
2020
Q2 | $1.18M | Buy |
+22,700
| New | +$1.18M | 0.38% | 60 |
|