Avantax Advisory Services’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
Q2 | $8.28M | Buy |
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|
2025
Q1 | $6.32M | Sell |
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|
2024
Q4 | $6.84M | Sell |
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|
2024
Q3 | $8.37M | Sell |
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|
2024
Q2 | $9.22M | Buy |
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|
2024
Q1 | $4.78M | Sell |
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|
2023
Q4 | $5.54M | Buy |
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|
2023
Q3 | $4.89M | Buy |
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|
2023
Q2 | $4.2M | Sell |
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|
2023
Q1 | $5.87M | Buy |
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|
2022
Q4 | $2.74M | Buy |
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|
2022
Q3 | $2.53M | Buy |
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|
2022
Q2 | $225K | Buy |
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|
2022
Q1 | $200K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $207K | Sell |
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|
2020
Q3 | $425K | Buy |
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