TFA
TPG Financial Advisors’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 | – | Sell |
-6,266
| Closed | -$315K | – | 72 |
|
|
2025
Q1 | $315K | Sell |
6,266
-1,569
| -20% | -$78.9K | 0.14% | 53 |
|
|
2024
Q4 | $390K | Sell |
7,835
-293
| -4% | -$14.6K | 0.17% | 50 |
|
|
2024
Q3 | $410K | Sell |
8,128
-699
| -8% | -$35.3K | 0.18% | 46 |
|
|
2024
Q2 | $435K | Buy |
+8,827
| New | +$435K | 0.21% | 46 |
|
|
2023
Q4 | $492K | Sell |
10,028
-261
| -3% | -$12.8K | 0.25% | 45 |
|
|
2023
Q3 | $494K | Sell |
10,289
-12,421
| -55% | -$596K | 0.26% | 38 |
|
|
2023
Q2 | $1.09M | Sell |
22,710
-81,066
| -78% | -$3.91M | 0.57% | 28 |
|
|
2023
Q1 | $5.03M | Buy |
103,776
+26,786
| +35% | +$1.3M | 2.75% | 14 |
|
|
2022
Q4 | $3.68M | Buy |
76,990
+10,730
| +16% | +$514K | 2.23% | 16 |
|
|
2022
Q3 | $3.14M | Buy |
66,260
+5,580
| +9% | +$265K | 1.93% | 16 |
|
|
2022
Q2 | $2.94M | Buy |
60,680
+43,649
| +256% | +$2.12M | 1.97% | 14 |
|
|
2022
Q1 | $841K | Buy |
17,031
+12,735
| +296% | +$629K | 0.51% | 23 |
|
|
2021
Q4 | $219K | Buy |
+4,296
| New | +$219K | 0.13% | 37 |
|