VA
Valmark Advisers’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 | Buy |
6,543
+12
| +0.2% | +$607 | ﹤0.01% | 523 |
|
2025
Q1 | $328K | Buy |
+6,531
| New | +$328K | 0.01% | 496 |
|
2022
Q2 | – | Sell |
-7,315
| Closed | -$361K | – | 433 |
|
2022
Q1 | $361K | Buy |
7,315
+780
| +12% | +$38.5K | 0.01% | 340 |
|
2021
Q4 | $334K | Buy |
6,535
+441
| +7% | +$22.5K | 0.01% | 332 |
|
2021
Q3 | $315K | Hold |
6,094
| – | – | 0.01% | 315 |
|
2021
Q2 | $316K | Buy |
6,094
+604
| +11% | +$31.3K | 0.01% | 321 |
|
2021
Q1 | $284K | Buy |
+5,490
| New | +$284K | 0.01% | 329 |
|