Wealthspan Partners’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,309
| Closed | -$310K | – | 101 |
|
|
2023
Q4 | $310K | Sell |
6,309
-280
| -4% | -$13.8K | 0.22% | 66 |
|
|
2023
Q3 | $316K | Sell |
6,589
-969
| -13% | -$46.5K | 0.25% | 62 |
|
|
2023
Q2 | $364K | Sell |
7,558
-61
| -0.8% | -$2.94K | 0.29% | 55 |
|
|
2023
Q1 | $369K | Sell |
7,619
-1,556
| -17% | -$75.4K | 0.32% | 55 |
|
|
2022
Q4 | $439K | Sell |
9,175
-6,151
| -40% | -$294K | 0.4% | 45 |
|
|
2022
Q3 | $726K | Buy |
15,326
+6,496
| +74% | +$308K | 0.75% | 26 |
|
|
2022
Q2 | $428K | Sell |
8,830
-7,522
| -46% | -$365K | 0.44% | 39 |
|
|
2022
Q1 | $807K | Sell |
16,352
-6,514
| -28% | -$321K | 0.73% | 26 |
|
|
2021
Q4 | $1.17M | Buy |
+22,866
| New | +$1.17M | 1.03% | 18 |
|