SWM
Seed Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $610K | Hold |
12,050
| – | – | 0.45% | 56 |
|
|
2025
Q1 | $606K | Sell |
12,050
-210
| -2% | -$10.6K | 0.49% | 56 |
|
|
2024
Q4 | $610K | Sell |
12,260
-2,800
| -19% | -$139K | 0.49% | 53 |
|
|
2024
Q3 | $759K | Hold |
15,060
| – | – | 0.61% | 43 |
|
|
2024
Q2 | $742K | Buy |
+15,060
| New | +$742K | 0.65% | 41 |
|