Wealthspan Partners’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
2024
Q1
Sell
2023
Q4
$310K Sell
2023
Q3
$316K Sell
2023
Q2
$364K Sell
2023
Q1
$369K Sell
2022
Q4
$439K Sell
2022
Q3
$726K Buy
2022
Q2
$428K Sell
2022
Q1
$807K Sell
2021
Q4
$1.17M Buy