B. Riley Wealth Advisors’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
Q3 | – | Sell |
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|
2025
Q2 | $325K | Buy |
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|
2024
Q4 | $497K | Buy |
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|
2024
Q3 | $480K | Sell |
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|
2024
Q2 | $491K | Sell |
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|
2024
Q1 | $598K | Buy |
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|
2023
Q4 | $573K | Sell |
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|
2023
Q3 | $598K | Buy |
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|
2023
Q2 | $574K | Sell |
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|
2023
Q1 | $845K | Sell |
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|
2022
Q4 | $879K | Buy |
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|
2022
Q3 | $850K | Sell |
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|
2022
Q2 | $979K | Buy |
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|
2022
Q1 | $934K | Buy |
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|
2021
Q4 | $912K | Buy |
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|
2021
Q3 | $874K | Buy |
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|
2021
Q2 | $260K | Sell |
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|
2021
Q1 | $483K | Buy |
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|
2020
Q4 | $289K | Buy |
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