Capital Investment 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 | $19K | Hold |
375
| – | – | ﹤0.01% | 882 |
|
|
2025
Q1 | $18.9K | Sell |
375
-200
| -35% | -$10.1K | ﹤0.01% | 819 |
|
|
2024
Q4 | $28.6K | Hold |
575
| – | – | ﹤0.01% | 721 |
|
|
2024
Q3 | $29K | Hold |
575
| – | – | ﹤0.01% | 760 |
|
|
2024
Q2 | $28.3K | Hold |
575
| – | – | ﹤0.01% | 733 |
|
|
2024
Q1 | $28.3K | Buy |
575
+400
| +229% | +$19.7K | ﹤0.01% | 729 |
|
|
2023
Q4 | $8.61K | Hold |
175
| – | – | ﹤0.01% | 826 |
|
|
2023
Q3 | $8.4K | Hold |
175
| – | – | ﹤0.01% | 780 |
|
|
2023
Q2 | $8.44K | Hold |
175
| – | – | ﹤0.01% | 764 |
|
|
2023
Q1 | $8.48K | Hold |
175
| – | – | ﹤0.01% | 750 |
|
|
2022
Q4 | $8.38K | Hold |
175
| – | – | ﹤0.01% | 761 |
|
|
2022
Q3 | $8K | Hold |
175
| – | – | ﹤0.01% | 711 |
|
|
2022
Q2 | $8K | Hold |
175
| – | – | ﹤0.01% | 736 |
|
|
2022
Q1 | $9K | Hold |
175
| – | – | ﹤0.01% | 755 |
|
|
2021
Q4 | $9K | Hold |
175
| – | – | ﹤0.01% | 735 |
|
|
2021
Q3 | $9K | Hold |
175
| – | – | ﹤0.01% | 689 |
|
|
2021
Q2 | $9K | Hold |
175
| – | – | ﹤0.01% | 719 |
|
|
2021
Q1 | $9K | Hold |
175
| – | – | ﹤0.01% | 665 |
|
|
2020
Q4 | $9K | Buy |
+175
| New | +$9K | ﹤0.01% | 630 |
|