Private Wealth Management Group’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Private Wealth Management Group’s Portfolio SLQD Stock Details SLQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$909K	Buy
2025 Q2	$842K	Buy
2025 Q1	$804K	Buy
2024 Q4	$702K	Buy
2024 Q3	$593K	Buy
2024 Q2	$539K	Buy
2024 Q1	$510K	Sell
2023 Q4	$964K	Buy