WFAG
Wescott Financial Advisory Group’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 | $1.14M | Sell |
22,597
-739
| -3% | -$37.4K | 0.11% | 81 |
|
|
2025
Q1 | $1.17M | Sell |
23,336
-1,027
| -4% | -$51.6K | 0.12% | 76 |
|
|
2024
Q4 | $1.21M | Sell |
24,363
-1,475
| -6% | -$73.4K | 0.13% | 75 |
|
|
2024
Q3 | $1.3M | Sell |
25,838
-320
| -1% | -$16.1K | 0.14% | 77 |
|
|
2024
Q2 | $1.29M | Sell |
26,158
-607
| -2% | -$29.9K | 0.15% | 73 |
|
|
2024
Q1 | $1.32M | Sell |
26,765
-1,908
| -7% | -$93.9K | 0.16% | 67 |
|
|
2023
Q4 | $1.41M | Sell |
28,673
-1,696
| -6% | -$83.4K | 0.2% | 61 |
|
|
2023
Q3 | $1.46M | Sell |
30,369
-3,710
| -11% | -$178K | 0.27% | 54 |
|
|
2023
Q2 | $1.64M | Sell |
34,079
-10,835
| -24% | -$522K | 0.29% | 53 |
|
|
2023
Q1 | $2.18M | Sell |
44,914
-14,948
| -25% | -$725K | 0.47% | 40 |
|
|
2022
Q4 | $2.86M | Sell |
59,862
-14,566
| -20% | -$697K | 0.62% | 34 |
|
|
2022
Q3 | $3.53M | Sell |
74,428
-36,769
| -33% | -$1.74M | 0.98% | 24 |
|
|
2022
Q2 | $5.39M | Sell |
111,197
-22,610
| -17% | -$1.1M | 1.46% | 17 |
|
|
2022
Q1 | $6.61M | Buy |
+133,807
| New | +$6.61M | 1.7% | 15 |
|