Arkadios Wealth 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 | $754K | Buy |
14,897
+2,840
| +24% | +$144K | 0.02% | 680 |
|
|
2025
Q1 | $606K | Sell |
12,057
-213
| -2% | -$10.7K | 0.02% | 633 |
|
|
2024
Q4 | $610K | Sell |
12,270
-468
| -4% | -$23.3K | 0.03% | 469 |
|
|
2024
Q3 | $642K | Buy |
12,738
+2,337
| +22% | +$118K | 0.04% | 457 |
|
|
2024
Q2 | $512K | Buy |
+10,401
| New | +$512K | 0.03% | 463 |
|
|
2023
Q3 | – | Sell |
-4,636
| Closed | -$224K | – | 733 |
|
|
2023
Q2 | $224K | Sell |
4,636
-1,169
| -20% | -$56.4K | 0.03% | 535 |
|
|
2023
Q1 | $281K | Sell |
5,805
-302
| -5% | -$14.6K | 0.03% | 455 |
|
|
2022
Q4 | $292K | Sell |
6,107
-833
| -12% | -$39.9K | 0.04% | 415 |
|
|
2022
Q3 | $329K | Sell |
6,940
-29,829
| -81% | -$1.41M | 0.05% | 352 |
|
|
2022
Q2 | $1.78M | Buy |
36,769
+13,062
| +55% | +$633K | 0.27% | 103 |
|
|
2022
Q1 | $1.17M | Buy |
23,707
+4,042
| +21% | +$199K | 0.15% | 160 |
|
|
2021
Q4 | $1M | Buy |
19,665
+11,049
| +128% | +$564K | 0.13% | 176 |
|
|
2021
Q3 | $445K | Buy |
8,616
+5,416
| +169% | +$280K | 0.06% | 318 |
|
|
2021
Q2 | $165K | Buy |
3,200
+2,519
| +370% | +$130K | 0.02% | 587 |
|
|
2021
Q1 | $35K | Buy |
681
+381
| +127% | +$19.6K | 0.01% | 801 |
|
|
2020
Q4 | $15K | Buy |
+300
| New | +$15K | ﹤0.01% | 847 |
|