Atria Wealth Solutions’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Sell |
4,895
-200,549
| -98% | -$10.1M | 0.01% | 1259 |
|
|
2025
Q1 | $10.3M | Buy |
205,444
+192,656
| +1,507% | +$9.69M | 0.12% | 175 |
|
|
2024
Q4 | $636K | Buy |
12,788
+78
| +0.6% | +$3.88K | 0.01% | 1129 |
|
|
2024
Q3 | $641K | Sell |
12,710
-516
| -4% | -$26K | 0.01% | 1114 |
|
|
2024
Q2 | $651K | Sell |
13,226
-88,528
| -87% | -$4.36M | 0.01% | 1091 |
|
|
2024
Q1 | $5.01M | Buy |
101,754
+4,974
| +5% | +$245K | 0.06% | 337 |
|
|
2023
Q4 | $4.76M | Buy |
96,780
+1,340
| +1% | +$65.9K | 0.06% | 325 |
|
|
2023
Q3 | $4.58M | Buy |
95,440
+3,168
| +3% | +$152K | 0.06% | 311 |
|
|
2023
Q2 | $4.45M | Buy |
92,272
+73,804
| +400% | +$3.56M | 0.06% | 316 |
|
|
2023
Q1 | $895K | Sell |
18,468
-4,843
| -21% | -$235K | 0.01% | 836 |
|
|
2022
Q4 | $1.12M | Sell |
23,311
-10,484
| -31% | -$502K | 0.02% | 698 |
|
|
2022
Q3 | $1.6M | Buy |
33,795
+8,053
| +31% | +$382K | 0.03% | 552 |
|
|
2022
Q2 | $1.25M | Buy |
25,742
+5,394
| +27% | +$261K | 0.02% | 594 |
|
|
2022
Q1 | $1M | Buy |
+20,348
| New | +$1M | 0.02% | 726 |
|