WWM
Wiser Wealth Management’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 | $20.3M | Buy |
402,027
+12,239
| +3% | +$619K | 5.09% | 5 |
|
|
2025
Q1 | $19.6M | Buy |
389,788
+18,061
| +5% | +$908K | 5.5% | 5 |
|
|
2024
Q4 | $18.5M | Buy |
371,727
+15,055
| +4% | +$749K | 5.19% | 7 |
|
|
2024
Q3 | $18M | Buy |
356,672
+3,872
| +1% | +$195K | 5.16% | 6 |
|
|
2024
Q2 | $17.4M | Buy |
352,800
+22,718
| +7% | +$1.12M | 5.38% | 6 |
|
|
2024
Q1 | $16.2M | Buy |
330,082
+14,814
| +5% | +$729K | 5.33% | 6 |
|
|
2023
Q4 | $15.5M | Buy |
315,268
+23,224
| +8% | +$1.14M | 5.63% | 6 |
|
|
2023
Q3 | $14M | Buy |
292,044
+9,175
| +3% | +$440K | 5.7% | 7 |
|
|
2023
Q2 | $13.6M | Buy |
282,869
+3,827
| +1% | +$185K | 5.48% | 7 |
|
|
2023
Q1 | $13.5M | Buy |
+279,042
| New | +$13.5M | 5.78% | 6 |
|