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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.28M | Buy |
163,667
+37,998
| +30% | +$1.92M | 0.05% | 316 |
|
|
2025
Q1 | $6.32M | Sell |
125,669
-11,862
| -9% | -$596K | 0.04% | 345 |
|
|
2024
Q4 | $6.84M | Sell |
137,531
-28,402
| -17% | -$1.41M | 0.04% | 312 |
|
|
2024
Q3 | $8.37M | Sell |
165,933
-21,351
| -11% | -$1.08M | 0.05% | 270 |
|
|
2024
Q2 | $9.22M | Buy |
187,284
+90,155
| +93% | +$4.44M | 0.07% | 223 |
|
|
2024
Q1 | $4.78M | Sell |
97,129
-15,406
| -14% | -$758K | 0.04% | 314 |
|
|
2023
Q4 | $5.54M | Buy |
112,535
+10,687
| +10% | +$526K | 0.06% | 262 |
|
|
2023
Q3 | $4.89M | Buy |
101,848
+14,749
| +17% | +$708K | 0.05% | 259 |
|
|
2023
Q2 | $4.2M | Sell |
87,099
-33,903
| -28% | -$1.63M | 0.05% | 293 |
|
|
2023
Q1 | $5.87M | Buy |
121,002
+63,851
| +112% | +$3.1M | 0.07% | 214 |
|
|
2022
Q4 | $2.74M | Buy |
57,151
+3,811
| +7% | +$182K | 0.04% | 348 |
|
|
2022
Q3 | $2.53M | Buy |
53,340
+48,691
| +1,047% | +$2.31M | 0.04% | 335 |
|
|
2022
Q2 | $225K | Buy |
4,649
+604
| +15% | +$29.2K | ﹤0.01% | 1154 |
|
|
2022
Q1 | $200K | Buy |
+4,045
| New | +$200K | ﹤0.01% | 1200 |
|
|
2021
Q1 | – | Sell |
-3,971
| Closed | -$207K | – | 1072 |
|
|
2020
Q4 | $207K | Sell |
3,971
-4,175
| -51% | -$218K | ﹤0.01% | 867 |
|
|
2020
Q3 | $425K | Buy |
+8,146
| New | +$425K | 0.01% | 861 |
|