Safeguard Investment Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,000
| Closed | -$240K | – | 103 |
|
|
2023
Q3 | $240K | Hold |
5,000
| – | – | 0.1% | 81 |
|
|
2023
Q2 | $241K | Hold |
5,000
| – | – | 0.1% | 86 |
|
|
2023
Q1 | $242K | Hold |
5,000
| – | – | 0.12% | 84 |
|
|
2022
Q4 | $239K | Sell |
5,000
-58
| -1% | -$2.78K | 0.15% | 83 |
|
|
2022
Q3 | $239K | Hold |
5,058
| – | – | 0.16% | 79 |
|
|
2022
Q2 | $249K | Hold |
5,058
| – | – | 0.15% | 79 |
|
|
2022
Q1 | $249K | Buy |
+5,058
| New | +$249K | 0.17% | 71 |
|