Private Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $842K | Buy |
16,648
+655
| +4% | +$33.1K | 0.28% | 43 |
|
|
2025
Q1 | $804K | Buy |
15,993
+1,877
| +13% | +$94.4K | 0.3% | 40 |
|
|
2024
Q4 | $702K | Buy |
14,116
+2,358
| +20% | +$117K | 0.27% | 41 |
|
|
2024
Q3 | $593K | Buy |
11,758
+817
| +7% | +$41.2K | 0.23% | 45 |
|
|
2024
Q2 | $539K | Buy |
10,941
+589
| +6% | +$29K | 0.23% | 44 |
|
|
2024
Q1 | $510K | Sell |
10,352
-9,247
| -47% | -$455K | 0.23% | 40 |
|
|
2023
Q4 | $964K | Buy |
+19,599
| New | +$964K | 0.47% | 29 |
|