RG
Retirement Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $155K | Hold |
3,150
| – | – | 0.06% | 132 |
|
|
2023
Q4 | $155K | Hold |
3,150
| – | – | 0.06% | 121 |
|
|
2023
Q3 | $151K | Hold |
3,150
| – | – | 0.06% | 121 |
|
|
2023
Q2 | $152K | Hold |
3,150
| – | – | 0.06% | 118 |
|
|
2023
Q1 | $153K | Sell |
3,150
-2,790
| -47% | -$136K | 0.07% | 109 |
|
|
2022
Q4 | $284K | Buy |
5,940
+4,795
| +419% | +$229K | 0.14% | 65 |
|
|
2022
Q3 | $54K | Sell |
1,145
-5,487
| -83% | -$259K | 0.04% | 114 |
|
|
2022
Q2 | $321K | Sell |
6,632
-4,542
| -41% | -$220K | 0.13% | 81 |
|
|
2022
Q1 | $552K | Sell |
11,174
-8,539
| -43% | -$422K | 0.21% | 61 |
|
|
2021
Q4 | $1.01M | Sell |
19,713
-2,590
| -12% | -$132K | 0.44% | 38 |
|
|
2021
Q3 | $1.15M | Sell |
22,303
-442
| -2% | -$22.9K | 0.53% | 34 |
|
|
2021
Q2 | $1.18M | Buy |
22,745
+3,060
| +16% | +$159K | 0.57% | 34 |
|
|
2021
Q1 | $1.02M | Buy |
19,685
+2,284
| +13% | +$118K | 0.46% | 39 |
|
|
2020
Q4 | $908K | Sell |
17,401
-6,476
| -27% | -$338K | 0.42% | 42 |
|
|
2020
Q3 | $1.24M | Buy |
23,877
+10,131
| +74% | +$528K | 0.7% | 30 |
|
|
2020
Q2 | $716K | Buy |
+13,746
| New | +$716K | 0.44% | 48 |
|
|
2019
Q4 | $209K | Buy |
+4,097
| New | +$209K | 0.14% | 109 |
|