Whalen Wealth Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Whalen Wealth Management’s Portfolio SLQD Stock Details SLQD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.99M	Buy
2025 Q2	$4.59M	Sell
2025 Q1	$4.94M	Buy
2024 Q4	$4.03M	Buy
2024 Q3	$2.51M	Sell
2024 Q2	$2.78M	Buy