Calton & Associates’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 | – | Sell |
-5,318
| Closed | -$267K | – | 420 |
|
|
2025
Q1 | $267K | Hold |
5,318
| – | – | 0.06% | 258 |
|
|
2024
Q4 | $265K | Buy |
+5,318
| New | +$265K | 0.12% | 159 |
|
|
2023
Q1 | – | Sell |
-4,758
| Closed | -$228K | – | 285 |
|
|
2022
Q4 | $228K | Buy |
+4,758
| New | +$228K | 0.09% | 240 |
|
|
2018
Q1 | – | Sell |
-6,928
| Closed | -$347K | – | 1126 |
|
|
2017
Q4 | $347K | Buy |
+6,928
| New | +$347K | 0.09% | 214 |
|