TLFA
True Link 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,815
| Closed | -$532K | – | 69 |
|
|
2024
Q1 | $532K | Hold |
10,815
| – | – | 0.05% | 40 |
|
|
2023
Q4 | $532K | Sell |
10,815
-700
| -6% | -$34.4K | 0.06% | 39 |
|
|
2023
Q3 | $553K | Hold |
11,515
| – | – | 0.07% | 72 |
|
|
2023
Q2 | $555K | Hold |
11,515
| – | – | 0.07% | 74 |
|
|
2023
Q1 | $558K | Hold |
11,515
| – | – | 0.07% | 76 |
|
|
2022
Q4 | $551K | Hold |
11,515
| – | – | 0.07% | 72 |
|
|
2022
Q3 | $546K | Buy |
+11,515
| New | +$546K | 0.08% | 79 |
|