Whalen Wealth Management’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
2025 Q2	$4.59M	Sell	90,771 -7,574	-8%	-$383K	2.88%	3
2025 Q1	$4.94M	Buy	98,345 +17,310	+21%	+$870K	3.3%	7
2024 Q4	$4.03M	Buy	81,035 +31,288	+63%	+$1.56M	2.79%	5
2024 Q3	$2.51M	Sell	49,747 -6,657	-12%	-$336K	1.77%	13
2024 Q2	$2.78M	Buy	+56,404	New	+$2.78M	2.2%	10