TPG Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $315K | Sell |
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|
2024
Q4 | $390K | Sell |
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2024
Q3 | $410K | Sell |
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|
2024
Q2 | $435K | Buy |
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|
2023
Q4 | $492K | Sell |
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|
2023
Q3 | $494K | Sell |
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|
2023
Q2 | $1.09M | Sell |
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|
2023
Q1 | $5.03M | Buy |
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|
2022
Q4 | $3.68M | Buy |
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|
2022
Q3 | $3.14M | Buy |
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|
2022
Q2 | $2.94M | Buy |
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|
2022
Q1 | $841K | Buy |
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|
2021
Q4 | $219K | Buy |
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