Cary Street Partners Investment Advisory’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 | $3.44K | Sell |
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2025
Q1 | $3.52K | Sell |
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|
2024
Q4 | $36.8K | Sell |
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|
2024
Q3 | $1.58M | Sell |
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|
2024
Q2 | $1.61M | Sell |
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|
2024
Q1 | $1.86M | Sell |
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|
2023
Q4 | $2.1M | Sell |
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|
2023
Q3 | $2.19M | Sell |
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|
2023
Q2 | $2.48M | Sell |
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|
2023
Q1 | $2.65M | Sell |
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|
2022
Q4 | $3.38M | Sell |
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|
2022
Q3 | $4.37M | Sell |
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|
2022
Q2 | $4.58M | Buy |
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|
2022
Q1 | $1.48M | Sell |
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|
2021
Q4 | $1.57M | Buy |
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|
2021
Q3 | $1.48M | Buy |
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|
2021
Q2 | $968K | Buy |
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|
2021
Q1 | $849K | Buy |
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|
2020
Q4 | $793K | Sell |
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|
2020
Q3 | $860K | Buy |
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|
2020
Q2 | $765K | Sell |
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|
2020
Q1 | $753K | Buy |
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|
2019
Q4 | $747K | Buy |
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