Wescott Financial Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
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|
2025
Q1 | $1.17M | Sell |
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|
2024
Q4 | $1.21M | Sell |
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|
2024
Q3 | $1.3M | Sell |
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|
2024
Q2 | $1.29M | Sell |
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|
2024
Q1 | $1.32M | Sell |
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|
2023
Q4 | $1.41M | Sell |
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|
2023
Q3 | $1.46M | Sell |
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|
2023
Q2 | $1.64M | Sell |
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|
2023
Q1 | $2.18M | Sell |
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|
2022
Q4 | $2.86M | Sell |
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|
2022
Q3 | $3.53M | Sell |
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|
2022
Q2 | $5.39M | Sell |
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|
2022
Q1 | $6.61M | Buy |
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