Smith & Howard Wealth Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $263K | Sell |
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|
2021
Q4 | $647K | Sell |
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|
2021
Q3 | $1.17M | Hold |
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|
2021
Q2 | $1.17M | Sell |
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|
2021
Q1 | $1.18M | Sell |
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|
2020
Q4 | $1.33M | Buy |
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|
2020
Q3 | $1.28M | Sell |
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|
2020
Q2 | $1.29M | Sell |
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|
2020
Q1 | $2.06M | Sell |
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|
2019
Q4 | $8.81M | Buy |
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|
2019
Q3 | $349K | Hold |
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|
2019
Q2 | $348K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $211K | Buy |
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