Berkshire Asset Management’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 | $1.26M | Sell |
24,954
-995
| -4% | -$50.3K | 0.06% | 133 |
|
|
2025
Q1 | $1.3M | Sell |
25,949
-1,193
| -4% | -$59.8K | 0.06% | 128 |
|
|
2024
Q4 | $1.35M | Sell |
27,142
-5,012
| -16% | -$250K | 0.06% | 129 |
|
|
2024
Q3 | $1.58M | Hold |
32,154
| – | – | 0.08% | 112 |
|
|
2024
Q2 | $1.58M | Buy |
+32,154
| New | +$1.58M | 0.08% | 113 |
|
|
2019
Q4 | – | Sell |
-37,339
| Closed | -$1.91M | – | 219 |
|
|
2019
Q3 | $1.91M | Buy |
+37,339
| New | +$1.91M | 0.16% | 76 |
|
|
2019
Q2 | – | Sell |
-25,870
| Closed | -$1.31M | – | 224 |
|
|
2019
Q1 | $1.31M | Buy |
25,870
+6,112
| +31% | +$308K | 0.11% | 99 |
|
|
2018
Q4 | $979K | Buy |
19,758
+7,620
| +63% | +$378K | 0.09% | 105 |
|
|
2018
Q3 | $603K | Buy |
+12,138
| New | +$603K | 0.05% | 138 |
|