SFS
Security Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-13,018
| Closed | -$623K | – | 143 |
|
|
2022
Q4 | $623K | Buy |
13,018
+402
| +3% | +$19.2K | 0.19% | 81 |
|
|
2022
Q3 | $598K | Buy |
12,616
+259
| +2% | +$12.3K | 0.2% | 83 |
|
|
2022
Q2 | $599K | Buy |
12,357
+6,718
| +119% | +$326K | 0.19% | 79 |
|
|
2022
Q1 | $278K | Buy |
+5,639
| New | +$278K | 0.09% | 120 |
|