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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Buy |
+6,419
| New | +$325K | 0.02% | 665 |
|
|
2024
Q4 | $497K | Buy |
9,994
+467
| +5% | +$23.2K | 0.02% | 702 |
|
|
2024
Q3 | $480K | Sell |
9,527
-441
| -4% | -$22.2K | 0.01% | 754 |
|
|
2024
Q2 | $491K | Sell |
9,968
-2,498
| -20% | -$123K | 0.01% | 830 |
|
|
2024
Q1 | $598K | Buy |
12,466
+816
| +7% | +$39.2K | 0.02% | 712 |
|
|
2023
Q4 | $573K | Sell |
11,650
-816
| -7% | -$40.1K | 0.02% | 751 |
|
|
2023
Q3 | $598K | Buy |
12,466
+552
| +5% | +$26.5K | 0.02% | 712 |
|
|
2023
Q2 | $574K | Sell |
11,914
-5,511
| -32% | -$266K | 0.01% | 789 |
|
|
2023
Q1 | $845K | Sell |
17,425
-945
| -5% | -$45.8K | 0.02% | 593 |
|
|
2022
Q4 | $879K | Buy |
18,370
+445
| +2% | +$21.3K | 0.02% | 578 |
|
|
2022
Q3 | $850K | Sell |
17,925
-2,276
| -11% | -$108K | 0.03% | 556 |
|
|
2022
Q2 | $979K | Buy |
20,201
+1,281
| +7% | +$62.1K | 0.04% | 428 |
|
|
2022
Q1 | $934K | Buy |
18,920
+1,064
| +6% | +$52.5K | 0.03% | 519 |
|
|
2021
Q4 | $912K | Buy |
17,856
+961
| +6% | +$49.1K | 0.03% | 562 |
|
|
2021
Q3 | $874K | Buy |
16,895
+11,885
| +237% | +$615K | 0.03% | 564 |
|
|
2021
Q2 | $260K | Sell |
5,010
-4,304
| -46% | -$223K | 0.01% | 1099 |
|
|
2021
Q1 | $483K | Buy |
9,314
+3,791
| +69% | +$197K | 0.02% | 744 |
|
|
2020
Q4 | $289K | Buy |
+5,523
| New | +$289K | 0.02% | 775 |
|