Walkner Condon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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2022
Q4 | $780K | Sell |
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2022
Q3 | $819K | Buy |
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2022
Q2 | $749K | Buy |
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2022
Q1 | $552K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $417K | Sell |
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|
2021
Q2 | $605K | Sell |
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|
2021
Q1 | $3.19M | Sell |
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|
2020
Q4 | $6.27M | Buy |
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|
2020
Q3 | $4.81M | Buy |
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|
2020
Q2 | $3.47M | Buy |
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