TIAM2
Tru Independence Asset Management 2’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 | $331K | Hold |
6,552
| – | – | 0.23% | 70 |
|
|
2025
Q1 | $329K | Sell |
6,552
-275
| -4% | -$13.8K | 0.25% | 73 |
|
|
2024
Q4 | $340K | Hold |
6,827
| – | – | 0.28% | 61 |
|
|
2024
Q3 | $344K | Buy |
+6,827
| New | +$344K | 0.29% | 56 |
|
|
2023
Q1 | $331K | Buy |
+6,827
| New | +$331K | 0.33% | 52 |
|
|
2022
Q3 | $237K | Sell |
5,000
-185
| -4% | -$8.77K | 0.25% | 56 |
|
|
2022
Q2 | $251K | Hold |
5,185
| – | – | 0.21% | 55 |
|
|
2022
Q1 | $256K | Hold |
5,185
| – | – | 0.15% | 78 |
|
|
2021
Q4 | $265K | Buy |
+5,185
| New | +$265K | 0.14% | 109 |
|