Wolff Financial Management’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
Q3 | $607K | Buy |
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|
2025
Q2 | $598K | Buy |
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|
2025
Q1 | $589K | Sell |
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|
2024
Q4 | $591K | Sell |
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|
2024
Q3 | $785K | Buy |
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|
2024
Q2 | $760K | Buy |
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|
2024
Q1 | $759K | Buy |
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|
2023
Q4 | $755K | Sell |
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|
2023
Q3 | $1.13M | Sell |
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|
2023
Q2 | $1.35M | Sell |
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|
2023
Q1 | $1.85M | Sell |
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|
2022
Q4 | $2.5M | Sell |
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|
2022
Q3 | $7.11M | Buy |
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|
2022
Q2 | $6.78M | Buy |
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|
2022
Q1 | $6.86M | Sell |
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|
2021
Q4 | $7.32M | Sell |
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|
2021
Q3 | $7.5M | Buy |
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|
2021
Q1 | $7.55M | Buy |
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|
2020
Q4 | $7.13M | Buy |
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|
2020
Q3 | $6.4M | Buy |
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|
2020
Q2 | $6.11M | Buy |
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|
2020
Q1 | $4.93M | Buy |
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|
2019
Q4 | $3.4M | Buy |
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|
2019
Q3 | $2.43M | Buy |
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|
2019
Q2 | $1.34M | Buy |
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|
2019
Q1 | $821K | Buy |
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|
2018
Q4 | $504K | Buy |
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