Aptus Capital Advisors’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 | $13.7K | Hold |
272
| – | – | ﹤0.01% | 1325 |
|
2025
Q1 | $13.7K | Buy |
272
+170
| +167% | +$8.53K | ﹤0.01% | 1246 |
|
2024
Q4 | $5.05K | Hold |
102
| – | – | ﹤0.01% | 1326 |
|
2024
Q3 | $5.14K | Sell |
102
-59
| -37% | -$2.98K | ﹤0.01% | 1142 |
|
2024
Q2 | $7.93K | Hold |
161
| – | – | ﹤0.01% | 1038 |
|
2024
Q1 | $7.92K | Buy |
+161
| New | +$7.92K | ﹤0.01% | 1048 |
|
2023
Q1 | – | Sell |
-423
| Closed | -$20.2K | – | 882 |
|
2022
Q4 | $20.2K | Buy |
423
+2
| +0.5% | +$96 | ﹤0.01% | 648 |
|
2022
Q3 | $20K | Buy |
421
+319
| +313% | +$15.2K | ﹤0.01% | 613 |
|
2022
Q2 | $5K | Hold |
102
| – | – | ﹤0.01% | 603 |
|
2022
Q1 | $5K | Buy |
+102
| New | +$5K | ﹤0.01% | 627 |
|